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Samudra Prasad Raychaudhuri

Atlas Private Wealth Advisors

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About Samudra Prasad Raychaudhuri

Samudra Prasad Raychaudhuri is a Registered Representative and Investment Advisor Representative with Atlas Private Wealth Advisors, with over 15 years of experience in the financial services industry. Samudra holds Series 66, 7 and SIE licenses. Samudra's experience includes providing financial advice to high net worth individuals and families, as well as pension and profit-sharing plans. Samudra is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Samudra Raychaudhuri 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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Samudra Raychaudhuri’s Registration & Firm History

NJ

09/09/2016 - Present

Atlas Private Wealth Advisors (MATAWAN NJ)

NJ

09/08/2008 - 02/04/2016

AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)

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Licenses & Designations

BOTH

Issued 07/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samudra Prasad Raychaudhuri.
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