Samudra Raychaudhuri
Samudra Raychaudhuri is a registered investment advisor at Atlas Private Wealth Advisors, based in Red Bank, NJ, with 17 years of industry experience. Samudra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
331 Newman Springs Rd., Suite 320, Building 3, 2nd Floor, Red Bank, NJ, 07701
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samudra operates Atlas Private Wealth Advisors, LLC as both an LPL business and a registered investment advisor, dedicating significant time to these activities. He is also an agent for Pinnacle Insurance, selling non-variable insurance, spending a few hours per week on this.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Flagship Harbor Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations14 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.