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Sara Marie Ruotsala

ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, North Carolina
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308 WEST ROSEMARY STREET, CHAPEL HILL, NC 27516CRD# 4403933Firm CRD# 311517
01

About

Sara Marie Ruotsala is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with ATLANTIC PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATLANTIC PRIVATE WEALTH, LLC
ATLANTIC PRIVATE WEALTH, LLC
AUM
$690M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ATLANTIC PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4403933
Firm CRD# 311517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sara Marie Ruotsala offer?
Sara Marie Ruotsala specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Sara Marie Ruotsala's credentials?
Sara Marie Ruotsala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Marie Ruotsala located?
Sara Marie Ruotsala is based in CHAPEL HILL, North Carolina, working with ATLANTIC PRIVATE WEALTH, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Sara Marie Ruotsala charge for services?
Sara Marie Ruotsala's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC PRIVATE WEALTH, LLC?
ATLANTIC PRIVATE WEALTH, LLC has approximately 5 employees and manages $690M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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