Sara
Ruotsala
Atlantic Private Wealth, LLC
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About this Advisor
Sara Ruotsala is a financial advisor based in Chapel Hill, North Carolina with a total of 2 years of industry experience. Ruotsala is on the advisory team at Atlantic Private Wealth, LLC. During their career, the advisor has held roles at Girard Securities, Inc, Goldman Sachs Personal Financial Management and Atlantic Private Wealth, LLC. Ruotsala holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Atlantic Private Wealth, LLC is a registered investment firm that has its headquarters in Chapel Hill, NC. It has $584 million in total assets between its 1,097 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,097 customer accounts, 63% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which service is offered. Fee types billed by Atlantic Private Wealth, LLC can be comprised 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
Sara Ruotsala Work History
Sara has been registered as a financial advisor for 2 years.*
Atlantic Private Wealth, LLC
Girard Securities, Inc
Goldman Sachs Personal Financial Management
*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 Sara Ruotsala 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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