Wayne J. Chrebet

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CRD#: 5617832

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wayne John Chrebet was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 2009. Wayne had worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 23, 2018 - December 2, 2021

ATLAS FINANCIAL ADVISORS, LLC

RIA

CRD#: 285580

COLTS NECK, NJ

Past

December 4, 2015 - July 28, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

NEW YORK, NY

Past

December 4, 2015 - July 28, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

NEW YORK, NY

Past

August 17, 2012 - December 4, 2015

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

NEW YORK, NY

Past

August 17, 2012 - December 4, 2015

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

June 1, 2009 - September 5, 2012

MORGAN STANLEY

RIA

CRD#: 149777

RED BANK, NJ

Past

June 1, 2009 - September 5, 2012

MORGAN STANLEY

CRD#: 149777

RED BANK, NJ

Past

April 13, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

RED BANK, NJ

Past

March 9, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

RED BANK, NJ

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

IAR

Series 66

Date: 4/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/9/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/7/2009

General Securities Representative Examination

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC

CRD#: 285580 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/15/2022 Approved)

Florida

Registered Investment Advisory firm - (2/24/2017 Approved)

New Jersey

Registered Investment Advisory firm - (12/14/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (5/26/2023 Approved)

Texas

Registered Investment Advisory firm - (8/23/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4800 T-rex Ave Suite 100, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 350-6738

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 64,044,159

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/30/2023	Cover Page	Report

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

Wayne J. Chrebet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2009

SIE

Date: 7/28/2017

Series 31

Date: 5/9/2009

Series 7

Date: 3/7/2009

Current Firm

ATLAS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLAS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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