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Iris Liu McAtee

Onechronos

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About Iris Liu McAtee

Iris McAtee is a financial professional with over 5 years of experience in the financial services industry. Iris holds the Series 7, Series 63, and SIE licenses and has been registered with FINRA since 2018. Iris is currently registered with Onechronos and has been with the firm since October 2019. Prior to joining Onechronos, Iris was employed with Goldman Sachs & Co. LLC from July 2018 to September 2019.

Firm Information

Iris McAtee is currently registered with Onechronos. Onechronos is a Limited Liability Company formed on November 4, 2016. The firm is registered in Montana, New York, and Texas. It has one approved SEC registration and three approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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Iris McAtee’s Registration & Firm History

NY

10/07/2019 - Present

Onechronos (New York NY)

NY

07/05/2018 - 09/04/2019

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Iris Liu McAtee.
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