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Sara Marie Ruotsala

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara Marie Ruotsala · CHAPEL HILL, NC
Registration
CRD #4403933 · ATLANTIC PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at ATLANTIC PRIVATE WEALTH, LLC

Andrew William Blass
CHAPEL HILL, NC

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Research
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