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EA

Eugenia W. Ardrey

ATLAS STRATEGIC ADVISORS
New York, NY 10011
CRD#: 4339588
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EA
Eugenia Wilds ArdreyATLAS STRATEGIC ADVISORS

Professional summary

Eugenia Wilds Ardrey, who also goes by Eugenia Ardrey, Eugenia Wilds, is a registered financial professional currently at ATLAS STRATEGIC ADVISORS, LLC located in New York, New York.

Eugenia is registered as a RR (Registered Representative) and started their career in finance in 2006. Eugenia has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eugenia Ardrey | Eugenia Wilds

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 Eugenia Wilds Ardrey'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

December 13, 2010 - Present

ATLAS STRATEGIC ADVISORS, LLC

Office #1: 126 West 22 Street Suite 9s, New York, NY 10011
BD
CRD#: 138970
New York, NY
Past

January 31, 2006 - February 11, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

State Registrations and Notice Filings

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

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
New York
(10/19/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 10/18/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/11/2010
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 1/30/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ATLAS STRATEGIC ADVISORS, LLC
ATLAS STRATEGIC ADVISORS, LLC

CRD#: 138970 / SEC#: , 8-67183

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
126 West 22 Street Suite 9s, New York, NY 10011
Mailing Address
126 West 22 Street Suite 9s, New York, NY 10011
Phone number
(212) 471-4120
Established
Delaware since 01/06/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ATLAS ADVISORS, LLCOWNER
MAZZARIOL, ROBERTA SAMARAFINOP2636972
MAZZARIOL, ROBERTA SAMARACCO, MANAGING DIRECTOR2636972
NAMGYAL, PALDEN GYURMEDCEO,SR. MANAGING DIRECTOR2636987

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

ATLAS STRATEGIC ADVISORS, LLC

CRD#: 138970New York, NY 10011

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