People Moves

New Jersey RIA Joins LPL's Broker-Dealer Platform

Eliane Chavagnon Editor - Family Wealth Report February 19, 2014

New Jersey RIA Joins LPL's Broker-Dealer Platform

Matawan, NJ-based Atlas Private Wealth Advisors has joined LPL Financial’s broker-dealer platform as an independent RIA group.

Matawan, NJ-based Atlas Private Wealth Advisors has joined LPL Financial’s broker-dealer platform as an independent RIA group.

Atlas Private Wealth Advisors is the new name of a team of five professionals, led by financial advisors Vladislav Krubich and Tony Mayo. The firm provides financial planning for individuals, families and business owners, primarily in the New York/New Jersey region.

As part of the move, the firm has also partnered with Flagship Harbor Advisors, an independent RIA group, for its fee-based advisory services.

As of December 1, 2013, Atlas financial advisors had brokerage and fee-based client assets totaling approximately $125 million.

LPL Financial is a US independent broker-dealer, RIA custodian and wholly-owned subsidiary of LPL Financial Holdings.

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