San Diego, CA (PRWEB) February 18, 2014
LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that financial advisors with Atlas Private Wealth Advisors (“Atlas”) have transitioned to the LPL Financial broker-dealer platform. As part of this move, Atlas Private Wealth Advisors has also aligned with Flagship Harbor Advisors, an independent RIA group, for its fee-based advisory services. As of December 1, 2013, Atlas financial advisors supported brokerage and fee-based client assets totaling approximately $125 million.
Based in Matawan, NJ, Atlas Private Wealth Advisors is the new name of a team of five professionals led by veteran financial advisors Vladislav Krubich and Tony Mayo. The firm provides comprehensive, personalized financial planning for individuals, families and business owners, primarily in the New York/New Jersey region.
In particular, Atlas focuses on mass-affluent “baby-boomers”, including successful professionals and Fortune 500 executives in the region who are in or approaching retirement, and develops asset accumulation and income strategies. The firm’s goal is to effectively protect a client’s lifetime of earnings while minimizing the impact of taxes. Atlas employs a team-based approach. The firm coordinates its services with that of the clients of certified public accountants, attorneys, real estate agents and other service providers as needed to deliver an integrated wealth management solution.
Bill Morrissey, Executive Vice President of Business Development at LPL Financial, said, “It’s with great pleasure that we welcome Atlas Private Wealth Advisors to LPL. We are very excited to provide this dynamic team with an industry-leading platform offering the widest possible suite of solutions, tools and resources geared at supporting their ability to grow on a scalable basis while providing exceptional client service. Our goal, as always, is to facilitate the independence of leading financial advisors across the country and enable them to deliver their clients highly customized financial guidance to help them pursue their financial goals.”
Messrs. Krubich and Mayo, Managing Principals and Founders of Atlas Private Wealth Advisors, said, “We are very pleased with our new affiliation with LPL Financial. Our firm has a deeply rooted commitment to transparency, objectivity, knowledge and service, and we believe that LPL’s product-agnostic orientation and its broad support of a truly independent advisory model will enable us to deliver to the very fullest extent the total value proposition we offer to our clients. We are also pleased to affiliate with the RIA of Flagship Harbor Advisors for our fee-based work. Aligning with a top independent RIA group on LPL Financial’s RIA platform such as Flagship Harbor accommodates our organizational needs exceptionally well. Flagship Harbor’s intimate understanding of our professional aims, as well as their thorough familiarity with LPL, has enabled us to transition to the LPL platform with significant ease.”
About Atlas Private Wealth Advisors
Based in Matawan, NJ, Atlas Private Wealth Advisors provides comprehensive, personalized financial planning for individuals, families and business owners, primarily in the New York/New Jersey region. Focusing on a broad range of financial planning and investment strategies, the firm includes strategies for tax planning, estate planning, wealth preservation, retirement, and executive compensation and benefits. Offering predominantly fee-based services, Atlas largely serves a mass-affluent clientele including successful professionals and local Fortune 500 executives. The firm’s team-based approach coordinates its services with that of the clients of certified public accountants, attorneys, real estate agents and other service providers as needed to deliver an integrated wealth management solution. Atlas is led by veteran financial advisors Vladislav Krubich and Tony Mayo. Financial advisors with Atlas Private Wealth Advisors are also associated with Flagship Harbor Advisor Group, an independent RIA firm.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,600 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and Atlas Private Wealth Advisors are separate entities from LPL Financial.
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