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AA

Angelo C. Angelou

ATRIUM FINANCIAL ADVISORS LLC
Tarpon Springs, FL
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CRD#: 4321314
AA

Professional summary


Angelo Chris Angelou, who also goes by Chris Angelou, is a registered financial advisor currently at ATRIUM FINANCIAL ADVISORS LLC located in Tarpon Springs, Florida.

Angelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Angelo has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Angelou

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) TARPON SPRINGS FLORIDA MUNICIPAL FIREFIGHTERS TRUST FUND BOARD 444 HUEY AVE SOUTH TARPON SPRINGS, FL 34689 BOARD MEMBER OVERSITE OF PENSION INVESTMENT AND ADMINISTRATIVE ACTIVITIES NOT INVESTMENT RELATED, .05% TIME DEVOTED TO THIS ACTIVITY (2) Atrium Financial Advisors LLC (CRD#289365); Managing Member; Investment Related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Angelo Chris Angelou'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

October 12, 2017 - Present

ATRIUM FINANCIAL ADVISORS LLC

RIA
CRD#: 289365
Tarpon Springs, FL
Past

February 17, 2021 - December 31, 2023

BLUBUZZARD ADVISORS, LLC

RIA
CRD#: 309703
DUNEDIN, FL
Past

September 11, 2003 - October 11, 2017

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
Dunedin, FL
Past

August 25, 2003 - October 11, 2017

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
Dunedin, FL
Past

July 14, 2003 - August 26, 2003

LOCUST STREET SECURITIES, INC.

RIA
CRD#: 1703
TARPON SPRINGS, FL
Past

May 7, 2002 - August 26, 2003

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

April 6, 2001 - February 5, 2002

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA

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
Florida
(10/12/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/2/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AF
ATRIUM FINANCIAL ADVISORS LLC
ATRIUM FINANCIAL ADVISORS LLC

CRD#: 289365 / SEC#:

Florida
Registered Investment Advisory firm - (10/12/2017 Approved)
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Contact information


Main Address
Tarpon Springs, FL
Mailing Address
Phone number
(727) 510-6753
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts60
AUM (Assets Under Management)$ 3,684,166

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.

Company Information


ATRIUM FINANCIAL ADVISORS LLC

CRD#: 289365Tarpon Springs, FL

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