Lena
Cazabat
Atlas Private Wealth Advisors
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About this Advisor
Lena Cazabat is a financial advisor who works out of Matawan, New Jersey who has 7 years of relevant experience. Cazabat is currently employed by Atlas Private Wealth Advisors. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Lpl Financial LLC, Flagship Harbor Advisors, LLC and Atlas Private Wealth Advisors. Cazabat maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Atlas Private Wealth Advisors is a registered investment company that has its headquarters in Matawan, NJ. It has offices in seven locations and a total of 28 employees. It manages $510 million in total assets across its 2,245 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,245 customer accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. Atlas Private Wealth Advisors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees billed by Atlas Private Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlas Private Wealth Advisors Brokerage Details
$509,617,730
28
2,245
$227,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lena Cazabat Work History
Lena has been registered as a financial advisor for 7 years.*
Atlas Private Wealth Advisors
Lpl Financial LLC
Flagship Harbor Advisors, LLC
Ameriprise Financial Services, Inc
*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 Lena Cazabat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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