Eric Z. Maurus

ATLAS TECHNOLOGY GROUP LLC

MENLO PARK, CA 94025

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CRD#: 2820741

Professional summary

Eric Zachary Maurus SR, who also goes by Eric Zachary Maurus Sr, Zach Maurus, Eric Zachary Maurus Sr, is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1996. Eric has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eric Zachary Maurus Sr | Zach Maurus | Eric Zachary Maurus Sr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric Zachary Maurus SR'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®

None

Experience

Current

July 24, 2024 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

CRD#: 152828

MENLO PARK, CA

Past

June 13, 2018 - January 8, 2024

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442

SAN FRANCISCO, CA

Past

May 11, 2016 - October 20, 2017

UBS SECURITIES LLC

CRD#: 7654

SAN FRANCISCO, CA

Past

July 10, 2010 - May 26, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

SAN FRANCISCO, CA

Past

July 8, 2009 - July 16, 2010

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, CA

Past

June 1, 2004 - December 31, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

SAN FRANCISCO, CA

Past

June 14, 1999 - March 22, 2004

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

December 18, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

State Registrations and Notice Filings

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

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

California
(7/24/2024)

Exams

State Security Law Exam

Series 63

Date: 8/6/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2004

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 12/17/1996

Corporate Securities Limited Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/24/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Mailing Address

1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025

Phone number

(415) 795-8800

Established

California since 11/24/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
TROUSSET, TONY MICHAEL	MANAGING MEMBER / CEO/ CCO	2460709
RUSSELL, SARAH DETLING	PFO	6727189

Red Flags

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Firm Stability Insights

Eric Z. Maurus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric Zachary Maurus SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BESSEMER INVESTOR SERVICES, INC.

UBS SECURITIES LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

THOMAS WEISEL PARTNERS LLC

CREDIT SUISSE SECURITIES (USA) LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2004

Series 62

Date: 12/17/1996

Series 24

Date: 5/24/2012

FINRA

Current Firm

ATLAS TECHNOLOGY GROUP LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ATLAS TECHNOLOGY GROUP LLC

TRUST BUT VERIFY

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