Marc A. Kane

ATLAS PRIVATE WEALTH ADVISORS

New Brunswick, NJ 08816

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CRD#: 4613446

Professional summary

Marc A Kane, who also goes by Marc Andrew Kane, Marc Kane, is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in New Brunswick, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Marc has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marc Andrew Kane | Marc Kane

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.

MARC KANE, CPA; NOT INVESTMENT RELATED; 330 MILLTOWN ROAD, EAST BRUNSWICK, NJ 08816;ACCOUNTING FIRM; TITLE-CPA,OWNER;START DATE- 1999; TIME SPENT-APPROXIMATELY 160 hours/month; TIME SPENT DURING TRADING HOURS- APPROXIMATELY 130 hours/month DUTIES-TAX & ACCOUNTING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc A Kane'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

July 28, 2017 - Present

ATLAS PRIVATE WEALTH ADVISORS

Office #1: 330 Milltown Road, New Brunswick, NJ 08816

RIA

CRD#: 283744

New Brunswick, NJ

Past

April 28, 2010 - June 22, 2012

PRUCO SECURITIES, LLC.

CRD#: 5685

MATAWAN, NJ

Past

March 7, 2006 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

EAST BRUNSWICK, NJ

Past

April 12, 2005 - October 5, 2005

LONG ISLAND FINANCIAL GROUP, INC.

CRD#: 31148

ROSLYN, NY

Past

June 30, 2004 - August 23, 2004

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

September 25, 2003 - June 30, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

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".

ATLAS PRIVATE WEALTH ADVISORS

CRD#: 283744 / SEC#: 801-107919

RIA

Registered Investment Advisory firm - (6/13/2016 Approved)

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

New Jersey
(7/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/23/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLAS PRIVATE WEALTH ADVISORS

CRD#: 283744 / SEC#: 801-107919

RIA

Registered Investment Advisory firm - (6/13/2016 Approved)

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Contact information

Main Address

331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701

Mailing Address

Phone number

(888) 996-2666

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLAS PWA PART 2A (9/22/2025)

ATLAS PWA WRAP FEE BROUCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts	2,524
AUM (Assets Under Management)	$ 688,121,996

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.

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Advisor Monitoring

Firm Stability Insights

Marc A. Kane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc A Kane's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

MEDALLION INVESTMENT SERVICES, INC.

LONG ISLAND FINANCIAL GROUP, INC.

CETERA FINANCIAL SPECIALISTS LLC

HOCHMAN & BAKER SECURITIES, INC.

Primary Firm SEC Registration

ATLAS PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2017

Series 63

Date: 5/7/2004

Series 6

Date: 9/23/2003

Current Firm

ATLAS PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

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