Anthony M. Donnelly

ATLAS SUSTAINABLE WEALTH

Baltimore, MD

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CRD#: 6035511

Professional summary

Anthony Mark Donnelly is a registered financial advisor currently at ATLAS SUSTAINABLE WEALTH, LLC located in Baltimore, Maryland.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anthony has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Anthony Mark Donnelly's 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

May 7, 2019 - Present

ATLAS SUSTAINABLE WEALTH, LLC

RIA

CRD#: 300878

Baltimore, MD

Past

May 19, 2017 - December 13, 2018

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

Newton, MA

Past

May 15, 2017 - December 13, 2018

BEACON POINTE WEALTH ADVISORS, LLC

RIA

CRD#: 151328

Newton, MA

Past

March 12, 2012 - April 12, 2017

AEPG WEALTH STRATEGIES

RIA

CRD#: 109859

WARREN, NJ

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

Maryland
(5/20/2022)

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: 3/9/2012

Uniform Investment Adviser Law Examination

Current Firm

ATLAS SUSTAINABLE WEALTH, LLC

CRD#: 300878 / SEC#:

Maryland

Registered Investment Advisory firm - (5/20/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (11/11/2022 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).

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Contact information

Main Address

Baltimore, MD

Mailing Address

Phone number

(410) 900-0005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 2,400,000

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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Anthony M. Donnelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Mark Donnelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS SUSTAINABLE WEALTH, LLC

BEACON POINTE ADVISORS, LLC

BEACON POINTE WEALTH ADVISORS, LLC

AEPG WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2012

Current Firm

ATLAS SUSTAINABLE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLAS SUSTAINABLE WEALTH, LLC

TRUST BUT VERIFY

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