Atlas Private Wealth Advisors joins LPL Financial broker-dealer platform
Atlas Private Wealth Advisors has transitioned to the LPL Financial broker-dealer platform.
As part of this move, Atlas Private Wealth Advisors has also aligned with Flagship Harbor Advisors, an independent RIA group, for its fee-based advisory services.
As of 1 December, 2013, Atlas financial advisors supported brokerage and fee-based client assets totalling approximately USD125m.
Based in New Jersey, Atlas Private Wealth Advisors is the new name of a team of five professionals led by veteran financial advisors Vladislav Krubich and Tony Mayo. The firm provides financial planning for individuals, families and business owners, primarily in the New York/New Jersey region.
In particular, Atlas focuses on mass-affluent "baby-boomers", including successful professionals and Fortune 500 executives in the region who are in or approaching retirement, and develops asset accumulation and income strategies. The firm coordinates its services with that of the clients of certified public accountants, attorneys, real estate agents and other service providers as needed to deliver an integrated wealth management solution.
Bill Morrissey, executive vice president of business development at LPL Financial, says: "It's with great pleasure that we welcome Atlas Private Wealth Advisors to LPL. We are very excited to provide this dynamic team with an industry-leading platform offering the widest possible suite of solutions, tools and resources geared at supporting their ability to grow on a scalable basis while providing exceptional client service. Our goal, as always, is to facilitate the independence of leading financial advisors across the country and enable them to deliver their clients highly customized financial guidance to help them pursue their financial goals."
Krubich and Mayo say: "We are very pleased with our new affiliation with LPL Financial. Our firm has a deeply rooted commitment to transparency, objectivity, knowledge and service, and we believe that LPL's product-agnostic orientation and its broad support of a truly independent advisory model will enable us to deliver to the very fullest extent the total value proposition we offer to our clients. We are also pleased to affiliate with the RIA of Flagship Harbor Advisors for our fee-based work. Aligning with a top independent RIA group on LPL Financial's RIA platform such as Flagship Harbor accommodates our organisational needs exceptionally well. Flagship Harbor's intimate understanding of our professional aims, as well as their thorough familiarity with LPL, has enabled us to transition to the LPL platform with significant ease."
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