Tad M. Sacheck

ATLANTIC WEALTH PARTNERS

Jupiter, FL 33477

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CRD#: 5782170

Professional summary

Tad Michael Sacheck, who also goes by Tad Middle Sacheck, is a registered financial advisor currently at ATLANTIC WEALTH PARTNERS, LLC located in Jupiter, Florida.

Tad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tad has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tad Middle Sacheck

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) PRUDENT INSURANCE, L.L.C. - 11/2018; INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5 INVESTMENT HOURS: 5; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; SALES OF LIFE, HEALTH, AND VARIABLE ANNUITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tad Michael Sacheck'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

November 27, 2018 - Present

ATLANTIC WEALTH PARTNERS, LLC

Office #1: 759 Parkway Street Suite 201, Jupiter, FL 33477

RIA

CRD#: 289440

Jupiter, FL

Past

October 10, 2017 - November 6, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

NORTH PALM BEACH, FL

Past

September 28, 2017 - November 6, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PALM BEACH GARDENS, FL

Past

April 11, 2017 - August 2, 2017

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

STUART, FL

Past

August 14, 2013 - April 9, 2015

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

BOISE, ID

Past

December 2, 2010 - September 13, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

PALM HARBOR, FL

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".

ATLANTIC WEALTH PARTNERS, LLC

ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT

CRD#: 289440 / SEC#: 801-118353

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

Florida

Registered Investment Advisory firm - (5/7/2020 Terminated)

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).

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
(11/27/2018)

IAR

Texas
(7/15/2021)

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

Series 63

Date: 10/13/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/30/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2017

General Securities Representative Examination

Current Firm

ATLANTIC WEALTH PARTNERS, LLC

ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT

CRD#: 289440 / SEC#: 801-118353

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

Florida

Registered Investment Advisory firm - (5/7/2020 Terminated)

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Contact information

Main Address

759 Parkway Street Suite 201, Jupiter, FL 33477

Mailing Address

Phone number

(561) 632-0566

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A FIRM BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	951
AUM (Assets Under Management)	$ 169,373,820

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2022	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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Tad M. Sacheck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tad Michael Sacheck's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MOTIV8 INVESTMENTS LLC

INTEGRITY ALLIANCE, LLC.

AMERICAN INVESTMENT SERVICES

Primary Firm SEC Registration

ATLANTIC WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/13/2017

Series 65

Date: 9/30/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2017

Current Firm

ATLANTIC WEALTH PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLANTIC WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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