NC
Nicole Cosnotti
ATMOS ADVISORY
PITTSBURGH, PA 15222
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CRD#: 4147773
NC
Professional summary
Nicole Cosnotti is a registered financial advisor currently at ATMOS ADVISORY, LLC located in Pittsburgh, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Nicole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Nicole has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.) PROPERTY OWNER/LANDLORD - 1/1/2020 - 3944 Liberty Avenue - Landlord, Personally held rental property, Not Invt Rel, Real estate, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) ATMOS ADVISORY LLC (F/K/A GPWM LLC) - 7/5/2015 - 1001 Liberty Avenue, Suite 500, Pittsburgh, PA 15222 - Client Service Manager, Client service/admin tasks/ops and compliance support, Invt Rel, RA, 180 hrs/mo; 180 hrs/mo (during trading hours). 3.) PA NOTARY - 7/5/2015 - 1001 Liberty Avenue, Suite 500, Pittsburgh, PA 15222 - Notary, Notarize documents as needed, Not Invt Rel, Notary, 2 hrs/mo; 2 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Nicole Cosnotti'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
July 29, 2015 - Present
ATMOS ADVISORY, LLC
Office #1: 1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222RIA
CRD#: 160087
PITTSBURGH, PA
Current
June 4, 2024 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
July 8, 2015 - May 31, 2024
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PITTSBURGH, PA
Past
August 1, 2007 - July 20, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, PA
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".
AA
ATMOS ADVISORY, LLC
ATMOS ADVISORY, LLC | GPWM LLC | GPWM | GATEWAY PRIVATE WEALTH MANAGEMENT
CRD#: 160087 / SEC#: 801-120863
RIA
Registered Investment Advisory firm - (4/19/2021 Approved)Florida
Registered Investment Advisory firm - (4/21/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/21/2021 Terminated)West Virginia
Registered Investment Advisory firm - (4/21/2021 Terminated)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
IAR
Pennsylvania(7/29/2015)
RR
Pennsylvania(6/4/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ATMOS ADVISORY, LLC
ATMOS ADVISORY, LLC | GPWM LLC | GPWM | GATEWAY PRIVATE WEALTH MANAGEMENT
CRD#: 160087 / SEC#: 801-120863
RIA
Registered Investment Advisory firm - (4/19/2021 Approved)Florida
Registered Investment Advisory firm - (4/21/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/21/2021 Terminated)West Virginia
Registered Investment Advisory firm - (4/21/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1001 Liberty Avenue Suite 500, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 497-1766
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 264 |
| AUM (Assets Under Management) | $ 148,997,068 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
