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RM

Ricardo S. Martiniski

ATLAS STRATEGIC ADVISORS
New York, NY 10011
Some features on this profile are disabled
CRD#: 5075992
RM

Professional summary

Ricardo Sarlo Martiniski is a registered financial professional currently at ATLAS STRATEGIC ADVISORS, LLC located in New York, New York.

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ricardo Sarlo Martiniski'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

January 19, 2022 - 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 23, 2020 - June 15, 2021

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
NEW YORK, NY
Past

July 29, 2008 - January 15, 2020

ATLAS STRATEGIC ADVISORS, LLC

BD
CRD#: 138970
NEW YORK, NY
Past

May 18, 2006 - July 3, 2007

ATLAS STRATEGIC ADVISORS, LLC

BD
CRD#: 138970
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/2/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2006
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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