Pedro Gonzalez-cerrud

ATLAS ASSET MANAGEMENT LLC

Guaynabo, PR 00968-8022

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CRD#: 1773613

Professional summary

Pedro Gonzalez-cerrud, who also goes by Pedro Gonzalez, Pedro Gonzalezcerrud, is a registered financial advisor currently at ATLAS ASSET MANAGEMENT LLC located in Guaynabo, .

Pedro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Pedro has worked at 6 firms and has passed the Series 66, Series 3, Series 7, Series 6 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pedro Gonzalez | Pedro Gonzalezcerrud

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NOT INVESTMENT RELATED/TEACHING-INSTRUCTOR AT THE UNIVERSITY OF PUERTO RICO SINCE 1993, APPROX 15-20 HOURS PER MONTH 7:00 A.M.-8:00 A.M. AND 6:0O P.M.-9:00 P.M.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pedro Gonzalez-cerrud's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2025 - Present

ATLAS ASSET MANAGEMENT LLC

Office #1: Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022

RIA

CRD#: 173561

Guaynabo, PR

Past

December 7, 2007 - March 6, 2013

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HATO REY, PR

Past

July 15, 2005 - December 7, 2007

AT INVESTOR SERVICES, INC.

CRD#: 47837

NEW YORK, NY

Past

March 4, 2003 - July 15, 2005

GPC SECURITIES, INC.

CRD#: 14007

ATLANTA, GA

Past

March 5, 1996 - May 8, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 15, 1987 - September 6, 1988

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATLAS ASSET MANAGEMENT LLC

CRD#: 173561 / SEC#: 801-119872

RIA

Registered Investment Advisory firm - (11/27/2020 Approved)

Puerto Rico

Registered Investment Advisory firm - (11/27/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 1/17/2006

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 1/23/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 30

Date: 11/3/2011

NFA Branch Manager Examination

Current Firm

ATLAS ASSET MANAGEMENT LLC

CRD#: 173561 / SEC#: 801-119872

RIA

Registered Investment Advisory firm - (11/27/2020 Approved)

Puerto Rico

Registered Investment Advisory firm - (11/27/2020 Terminated)

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Contact information

Main Address

Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022

Mailing Address

Phone number

(787) 781-1301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLAS ADV PART 2 (2/13/2025)

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 333,982,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Pedro Gonzalez-cerrud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pedro Gonzalez-cerrud's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

AT INVESTOR SERVICES, INC.

GPC SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

OSAIC FS, INC.

Primary Firm SEC Registration

ATLAS ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2003

Series 3

Date: 1/17/2006

Series 7

Date: 1/23/2003

Series 6

Date: 12/5/1987

Series 30

Date: 11/3/2011

Current Firm

ATLAS ASSET MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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