Unclaimed Profile

Sara Marie Ruotsala

ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, North Carolina

SIE, Series 7, Series 31, Series 66Clean record23 years registeredATLANTIC 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLANTIC PRIVATE WEALTH, LLC

ATLANTIC PRIVATE WEALTH, LLC

May 2021 – Oct 2023

CHAPEL HILL, NC

GIRARD SECURITIES, INC.

Jul 2010 – Sep 2015

FORT COLLINS, CO

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jul 2010 – May 2021

CHAPEL HILL, NC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2004 – Jul 2010

FORT COLLINS, CO

UBS FINANCIAL SERVICES INC.

Nov 2002 – Jan 2005

GREELEY, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · November 4, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC PRIVATE WEALTH, LLC

CRD 311517 · SEC 801-120757

AUM

$690M

Regulatory assets under management

Employees

1,475 client accounts

Services offered by ATLANTIC PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATLANTIC PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Sara Marie Ruotsala offer?

Sara Marie Ruotsala specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with ATLANTIC PRIVATE WEALTH, LLC.

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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