Andrew Ataras is a CFP-designated registered investment advisor, based in Alexandria, VA, with 12 years of industry experience.
Location
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew is a landlord renting a residential townhome since November 2024, dedicating minimal time. He also engages in cryptocurrency mining using his personal computer, dedicating minimal time since 2018.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Campbell Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Veridian Capital Partners
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.