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Shadia Georgette Bucciarelli

ATLAS WEALTH LLC·CINCINNATI, Ohio
Unclaimed Profile
9301 MONTGOMERY ROAD, CINCINNATI, OH 45242CRD# 6045402Firm CRD# 321832
01

About

Shadia Georgette Bucciarelli is a registered financial advisor based in CINCINNATI, Ohio, affiliated with ATLAS WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ATLAS WEALTH LLC
GEARHART & ASSOCIATES
AUM
$638M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ATLAS WEALTH LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6045402
Firm CRD# 321832
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shadia Georgette Bucciarelli offer?
Shadia Georgette Bucciarelli specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
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, working with ATLAS WEALTH LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
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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Other Advisors at ATLAS WEALTH LLC

Kendall Mcgarry Harden
CINCINNATI, OH
Kenton Kyle Gearhart
CINCINNATI, OH

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Research
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