Atlas Strategic Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
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 has been SEC-registered since 2006. The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It also is not listed as a multi-state adviser, pension consultant, or related adviser. The firm did not provide descriptive entries for client types, fee schedules, core business activities, or its advisory offerings in the source dataset.

Assets & Accounts

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
  • Eugenia Ardrey

    Eugenia Ardrey

    Managing DirectorCRD 4339588

  • Roberta Mazzariol

    Roberta Mazzariol

    Co-Founder - Senior Managing DirectorCRD 2636972

  • Palden Namgyal

    Palden Namgyal

    Co-Founder - Senior Managing DirectorCRD 2636987

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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