Christopher
Thomas
Atlantic Private Wealth, LLC
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About this Advisor
Christopher Thomas is a financial advisor working in Chapel Hill, North Carolina with a total of 2 years of industry experience. Thomas is on the advisory team at Atlantic Private Wealth, LLC. The advisor has gained experience at Securian Financial Services, Inc, North Star Resource Group, Minnesota Life Insurance Co, Ymca, William Peace University, Francis Marion University, Pizza Hut, Panera Bread, Cetera Advisor Networks, Goldman Sachs Personal Financial Management and Atlantic Private Wealth. LLC. Thomas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Atlantic Private Wealth, LLC is a registered investment business that has its headquarters in Chapel Hill, NC. It manages $584 million in assets across its 1,097 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,097 accounts, 63% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Atlantic Private Wealth, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlantic Private Wealth, LLC Brokerage Details
$583,614,502
5
1,097
$532,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Christopher Thomas Work History
Christopher has been registered as a financial advisor for 2 years.*
Atlantic Private Wealth. LLC
Goldman Sachs Personal Financial Management
Cetera Advisor Networks
Securian Financial Services, Inc
North Star Resource Group
North Star Resource Group
Minnesota Life Insurance Co
Securian Financial Services, Inc
Ymca
William Peace University
Pizza Hut
Francis Marion University
Panera Bread
*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 Christopher Thomas 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 Atlantic Private Wealth, LLC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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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