VB
Vincent W. Butkevits
ATLAS FINANCIAL ADVISORS
BOCA RATON, FL 33431
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CRD#: 1818987
VB
Professional summary
Vincent William Butkevits III, who also goes by VIncent William Butkevits, is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida and ZEUS FINANCIAL, LLC located in Boca Raton, Florida.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Vincent has worked at 9 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vincent William Butkevits
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.
Atlas Financial Advisors, LLC: Investment-related, Boca Raton FL, Start Date, 09/2016, RIA, CEO/Financial Advisor, approximately 80 hrs per month, approximately 60 of those hours per month are during trading hours, as CEO, I am in charge of overseeing and managing the organization. Compensation is based on a percentage of assets. Orchid Bay Financial Holdings LLC: Non-Investment, Boca Raton FL, Start Date, 09/2016, President/Board Member, approximately 2 hrs per month, approximately 1 of those hours per month are during trading hours. As President/Board Member, he manages the organization. He earns no compensation in his compacity. Zeus Financial, LLC: Investment-related, Boca Raton FL, Start Date, 01/2017, Broker Dealer, CEO, approximately 40 hrs per month. As CEO, I am in charge of overseeing and managing the organization. Compensation is based on a percentage of revenues.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent William Butkevits III's 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®
NoneExperience
Current
April 27, 2022 - Present
ATLAS FINANCIAL ADVISORS, LLC
Office #1: 4800 T-rex Ave Suite 100, Boca Raton, FL 33431RIA
CRD#: 285580
BOCA RATON, FL
Current
January 12, 2017 - Present
ZEUS FINANCIAL, LLC
Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431Office #2: 5002 T-rex Ave Suite 235, Boca Raton, FL 33431BD
CRD#: 18192
BOCA RATON, FL
Past
January 31, 2014 - December 15, 2015
COHEN & COMPANY SECURITIES, LLC
BD
CRD#: 149758
BOCA RATON, FL
Past
May 1, 2001 - January 31, 2014
JVB FINANCIAL GROUP, LLC
BD
CRD#: 104412
BOCA RATON, FL
Past
November 27, 2000 - July 2, 2001
INTL CUSTODY & CLEARING SOLUTIONS INC.
BD
CRD#: 23952
BIRMINGHAM, AL
Past
July 6, 2000 - April 23, 2001
IBIS SECURITIES, LLC
BD
CRD#: 38538
WALNUT CREEK, CA
Past
July 30, 1998 - July 5, 2000
JOSEPH CHARLES & ASSOC., INC.
BD
CRD#: 3949
BOCA RATON, FL
Past
May 16, 1996 - August 25, 1998
R. SEELAUS & CO., LLC
BD
CRD#: 14974
CHATHAM, NJ
Past
August 23, 1988 - April 19, 1996
JW GENESIS CLEARING CORP.
BD
CRD#: 6631
BOCA RATON, FL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/2/2018)
RR
Arkansas(3/8/2018)
RR
California(2/8/2018)
RR
Colorado(3/1/2018)
RR
Connecticut(4/25/2018)
RR
Florida(1/12/2017)
IAR
Florida(4/27/2022)
RR
Georgia(1/9/2018)
RR
Illinois(4/10/2018)
RR
Indiana(6/28/2024)
RR
Iowa(2/13/2018)
RR
Maryland(3/6/2018)
RR
Massachusetts(5/3/2018)
RR
Minnesota(2/28/2018)
RR
Missouri(3/5/2018)
RR
Nebraska(3/13/2018)
RR
New Jersey(2/8/2018)
RR
New Mexico(2/20/2018)
RR
New York(1/12/2017)
RR
North Carolina(1/2/2018)
RR
Ohio(3/1/2018)
RR
Oklahoma(2/14/2018)
RR
Pennsylvania(2/12/2018)
RR
South Carolina(2/21/2018)
RR
Texas(5/17/2018)
RR
Virginia(2/28/2018)
RR
Washington(3/26/2018)
RR
Wisconsin(2/21/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ATLAS FINANCIAL ADVISORS, LLC
ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC
CRD#: 285580 / SEC#:
Connecticut
Registered Investment Advisory firm - (7/15/2022 Approved)Florida
Registered Investment Advisory firm - (2/24/2017 Approved)New Jersey
Registered Investment Advisory firm - (12/14/2021 Terminated)North Carolina
Registered Investment Advisory firm - (5/26/2023 Approved)Texas
Registered Investment Advisory firm - (8/23/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4800 T-rex Ave Suite 100, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 350-6738
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 64,044,159 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/30/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLAS FINANCIAL ADVISORS, LLC
CRD#: 285580Boca Raton, FL 33431TRUST BUT VERIFY
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