Unclaimed Profile

Thomas Berglund

FIRST ATLANTIC CAPITAL, LTD.·NEW YORK, New York

Clean recordFIRST ATLANTIC CAPITAL, LTD.

5 EAST 63RD STREET, NEW YORK, NY 10065-7248CRD# 6027839Firm CRD# 160496

Profile Verification

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

Identity

Thomas Berglund · NEW YORK, NY

Registration

CRD #6027839 · FIRST ATLANTIC CAPITAL, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Berglund is a registered financial advisor based in NEW YORK, New York, affiliated with FIRST ATLANTIC CAPITAL, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

FIRST ATLANTIC CAPITAL, LTD.

AUM

$227M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at FIRST ATLANTIC CAPITAL, LTD. →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 6027839

Firm CRD# 160496

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Frequently Asked Questions

What services does Thomas Berglund offer?

Thomas Berglund specializes in Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Thomas Berglund's credentials?

Thomas Berglund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Berglund located?

Thomas Berglund is based in NEW YORK, New York, working with FIRST ATLANTIC CAPITAL, LTD.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Thomas Berglund charge for services?

Thomas Berglund's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST ATLANTIC CAPITAL, LTD.?

FIRST ATLANTIC CAPITAL, LTD. is a registered investment adviser with the SEC, managing $227M in regulatory assets under management. See their Form ADV for full details.

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