Unclaimed Profile

Shadia Georgette Bucciarelli

ATLAS WEALTH LLC·CINCINNATI, Ohio

SIE, Series 7, Series 66Clean record14 years registeredATLAS WEALTH LLC

9301 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 6045402Firm CRD# 321832

Profile Verification

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

Identity

Shadia Georgette Bucciarelli · CINCINNATI, OH

Registration

CRD #6045402 · ATLAS WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLAS WEALTH LLC

GEARHART & ASSOCIATES

Jul 2022 – Jun 2024

CINCINNATI, OH

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2014 – Jul 2022

CINCINNATI, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2012 – Jan 2014

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS WEALTH LLC

CRD 321832 · SEC 801-125856

AUM

$638M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by ATLAS WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATLAS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Shadia Georgette Bucciarelli offer?

Shadia Georgette Bucciarelli specializes in Investment Management, Wealth Management.

What are Shadia Georgette Bucciarelli's credentials?

Shadia Georgette Bucciarelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shadia Georgette Bucciarelli located?

Shadia Georgette Bucciarelli is based in CINCINNATI, Ohio, last registered with ATLAS WEALTH LLC.

How does Shadia Georgette Bucciarelli charge for services?

Shadia Georgette Bucciarelli'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 ATLAS WEALTH LLC?

ATLAS WEALTH LLC has approximately 7 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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