Atlas Strategic Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
138970
Registered since
May 18, 2006

Firm profile

FINTRX

Overview

Atlas Strategic Advisors, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not reported to operate on a multi-state advisory basis, and it does not appear as a newly formed adviser, pension consultant, or related adviser in the available profile fields.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Roberta Mazzariol

    Roberta Mazzariol

    Co-Founder - Senior Managing DirectorCRD 2636972

  • Palden Namgyal

    Palden Namgyal

    Co-Founder - Senior Managing DirectorCRD 2636987

  • Eugenia Ardrey

    Eugenia Ardrey

    Managing DirectorCRD 4339588

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
126 W 22nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth