Toby
Potterton
Atlas Private Wealth Management, LLC
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About this Advisor
Toby Potterton is a financial advisor who works out of Pueblo, Colorado, who has 2 years of relevant experience. Potterton works at Atlas Private Wealth Management, LLC. Over the course of their career, they have held roles at Atlas Private Wealth Management, LLC and Dion Money Management, LLC. Potterton has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Colorado, New York and Texas. Atlas Private Wealth Management, LLC is an advisory company based out of Albany, NY. The firm has offices in five locations and a total of 32 financial advisors. It manages $1 billion in assets under management between its 3,606 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 3,606 client accounts, 21% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which service is provided. Fees billed by Atlas Private Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlas Private Wealth Management, LLC Brokerage Details
$1,112,214,738
32
3,606
$308,434
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Toby Potterton Work History
Toby has been registered as a financial advisor for 2 years.*
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC
Dion Money Management, LLC
Dion Money Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Toby Potterton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlas Private Wealth Management, LLC
Albany, NY
Albany, NY
Pueblo, CO
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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