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Sandra Heide Dalton

Atlas Private Wealth Advisors

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About Sandra Heide Dalton

Sandra Heide Dalton is a financial advisor at Atlas Private Wealth Advisors. Sandra has been in the industry since 1997 and is licensed to provide investment advice in 22 states. Sandra is a Chartered Financial Consultant and has experience providing financial planning and portfolio management services to individuals and families.

Firm Information

Sandra Dalton 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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Sandra Dalton’s Registration & Firm History

FL

11/07/2018 - Present

Atlas Private Wealth Advisors (Delray Beach FL)

NJ

06/21/1999 - 04/17/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)

MN

06/21/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

04/14/1998 - 10/14/1998

FAMILY MANAGEMENT SECURITIES CORPORATION (NEW YORK NY)

NY

06/12/1997 - 06/04/1998

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

CO

11/26/1993 - 03/24/1994

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 09/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Heide Dalton.
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