Unclaimed Profile

Sarah Lynn Rapke

ATLAS PRIVATE WEALTH MANAGEMENT, LLC·ALBANY, New York

SIE, Series 7, Series 24, Series 66Clean record13 years registeredATLAS PRIVATE WEALTH MANAGEMENT, LLC

3 ATRIUM DRIVE, SUITE 265, ALBANY, NY 12205-6400CRD# 5865399Firm CRD# 145331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Lynn Rapke · ALBANY, NY

Registration

CRD #5865399 · ATLAS PRIVATE WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLAS PRIVATE WEALTH MANAGEMENT, LLC

THE AYCO COMPANY,L.P.

Feb 2013 – Jul 2020

LATHAM, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 4, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

CRD 145331 · SEC 801-68444

AUM

$1.3B

Regulatory assets under management

Employees

3,633 client accounts

Services offered by ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Lynn Rapke offer?

Sarah Lynn Rapke specializes in Financial Planning, Investment Management, Wealth Management.

What are Sarah Lynn Rapke's credentials?

Sarah Lynn Rapke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Lynn Rapke located?

Sarah Lynn Rapke is based in ALBANY, New York, last registered with ATLAS PRIVATE WEALTH MANAGEMENT, LLC.

How does Sarah Lynn Rapke charge for services?

Sarah Lynn Rapke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS PRIVATE WEALTH MANAGEMENT, LLC?

ATLAS PRIVATE WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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