Samudra
Raychaudhuri
Atlas Private Wealth Advisors
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About this Advisor
Samudra Raychaudhuri is a financial advisor based in Matawan, New Jersey, with 7 years of relevant experience. Raychaudhuri is on the advisory team at Atlas Private Wealth Advisors. Raychaudhuri has gained experience at Ameriprise Financial Services, Inc, Flagship Harbor Advisors, LLC, Lpl Financial LLC and Atlas Private Wealth Advisors. Raychaudhuri has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Atlas Private Wealth Advisors is a registered investment business that has its headquarters in Matawan, NJ. The firm has offices in seven locations and a total of 28 financial advisors. It manages $510 million in total assets among its 2,245 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,245 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which services the firm provides the client. Fee types billed by Atlas Private Wealth Advisors likely consist of some combination 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
Samudra Raychaudhuri Work History
Samudra has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Atlas Private Wealth Advisors
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 Samudra Raychaudhuri 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 Advisors
Matawan, NJ
Matawan, NJ
Matawan, NJ
Matawan, NJ
Ponte Vedra Beach, FL
Matawan, NJ
Matawan, NJ
Matawan, NJ
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