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Anik Mutsuddy

American Trust Investment Advisors, LLC

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About Anik Mutsuddy

Anik Mutsuddy is an investment advisor representative registered with American Trust Investment Advisors, LLC. Anik is licensed to provide investment advice in New Hampshire. Anik has been in the industry for at least two years. Anik has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).

Firm Information

Anik Mutsuddy is currently registered with American Trust Investment Advisors, LLC. American Trust Investment Advisors, LLC is an investment advisor registered with the SEC and located in Lebanon, NH. The firm manages approximately $307.8 million in assets for individuals, charitable organizations, and high-net-worth individuals. The firm provides portfolio management services.
American Trust Investment Advisors, LLC

67 ETNA ROAD

LEBANON, NH 03766-1358

$307.81M

Assets Under Management

147

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anik Mutsuddy’s Registration & Firm History

NH

10/20/2023 - Present

American Trust Investment Advisors, LLC (LEBANON NH)

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Licenses & Designations

IA

Issued 08/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anik Mutsuddy.
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