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Christopher Daniel Thomas

Atlantic Private Wealth, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Atlantic Private Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
196 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$787.7M

Fee Structure

Location

308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Atlantic Private Wealth, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Goldman Sachs Personal Financial Management
April 2019 - May 2021 · 2 yrs 1 mo
Cetera Advisor Networks LLC
January 2019 - March 2019 · 2 mos
Cetera Advisor Networks LLCBroker
March 2018 - March 2019 · 1 yr
Securian Financial Services, INC.
October 2017 - March 2018 · 5 mos
Securian Financial Services, INC.Broker
August 2017 - March 2018 · 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.