Unclaimed Profile

Paul X Hopgood Morales

ATLAS ASSET MANAGEMENT LLC·GUAYNABO, Puerto Rico

Series 7, Series 6521 years registeredATLAS ASSET MANAGEMENT LLC

BUCHANAN OFFICE CENTER 40 CARR 165, GUAYNABO, PR 00968-8022CRD# 4850093Firm CRD# 173561

Profile Verification

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

Identity

Paul X Hopgood Morales · GUAYNABO, PR

Registration

CRD #4850093 · ATLAS ASSET MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

ATLAS ASSET MANAGEMENT LLC

Apr 2015 – present

ATLAS ASSET MANAGEMENT LLC

Dec 2014 – Apr 2015

GUAYNABO, PR

SANTANDER ASSET MANAGEMENT

Sep 2012 – Oct 2014

GUAYNABO, PR

SANTANDER SECURITIES

Nov 2004 – Aug 2014

GUAYNABO, PR

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · November 18, 2004

Years registered · 21

Disclosure History

2014Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ATLAS ASSET MANAGEMENT LLC

CRD 173561 · SEC 801-119872

AUM

$393M

Regulatory assets under management

Employees

10 client accounts

Services offered by ATLAS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ATLAS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul X Hopgood Morales offer?

Paul X Hopgood Morales specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.

What are Paul X Hopgood Morales's credentials?

Paul X Hopgood Morales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul X Hopgood Morales located?

Paul X Hopgood Morales is based in GUAYNABO, Puerto Rico, working with ATLAS ASSET MANAGEMENT LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.

How does Paul X Hopgood Morales charge for services?

Paul X Hopgood Morales'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 ASSET MANAGEMENT LLC?

ATLAS ASSET MANAGEMENT LLC has approximately 3 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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