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Paul Samuel Carpenter

Atlas Private Wealth Advisors

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About Paul Samuel Carpenter

Paul Carpenter is a financial advisor with over 33 years of experience in the industry. Paul currently works with Atlas Private Wealth Advisors, an independent investment advisor firm. Paul is also a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Paul specializes in providing financial planning and portfolio management for individuals and families.

Firm Information

Paul Carpenter is currently registered with Atlas Private Wealth Advisors. Atlas Private Wealth Advisors is a registered investment advisor based in Matawan, NJ. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $557.68 million in regulatory assets under management. The firm also offers wrap fee programs.
Atlas Private Wealth Advisors

14 CLIFFWOOD AVENUE

MATAWAN, NJ 07747

$557.68M

Assets Under Management

Not reported

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Carpenter’s Registration & Firm History

PA

01/19/2022 - Present

Atlas Private Wealth Advisors (Johnstown PA)

PA

01/03/1989 - 12/21/2021

AVANTAX INVESTMENT SERVICES, INC. (Johnstown PA)

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Licenses & Designations

BC

Issued 12/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/21/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/11/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Samuel Carpenter.
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