Mateusz J. Atlasik

CHESTNUT STREET INVESTMENT COUNSEL

Lancaster, PA 17602

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CRD#: 6896259

Professional summary

Mateusz Jan Atlasik, who also goes by Mateusz Atlasik, Matt Atlasik, is a registered financial advisor currently at CHESTNUT STREET INVESTMENT COUNSEL, LLC located in Lancaster, Pennsylvania.

Mateusz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mateusz has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mateusz Atlasik | Matt Atlasik

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mateusz Jan Atlasik'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

October 10, 2022 - Present

CHESTNUT STREET INVESTMENT COUNSEL, LLC

Office #1: 144 East Chestnut Street, Lancaster, PA 17602

RIA

CRD#: 309741

Lancaster, PA

Past

July 19, 2021 - September 26, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

July 19, 2021 - September 26, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

August 28, 2019 - May 24, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HERSHEY, PA

Past

July 8, 2019 - May 24, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HERSHEY, PA

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".

CHESTNUT STREET INVESTMENT COUNSEL, LLC

CRD#: 309741 / SEC#: 801-132055

RIA

Registered Investment Advisory firm - (2/28/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/8/2025 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

Pennsylvania
(10/10/2022)

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 66

Date: 8/8/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/8/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/14/2019

Securities Industry Essentials Examination

Current Firm

CHESTNUT STREET INVESTMENT COUNSEL, LLC

CRD#: 309741 / SEC#: 801-132055

RIA

Registered Investment Advisory firm - (2/28/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/8/2025 Terminated)

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Contact information

Main Address

144 East Chestnut Street, Lancaster, PA 17602

Mailing Address

Phone number

(717) 947-3850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHESTNUT STREET INVESTMENT COUNSEL, LLC DISCLOSURE BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 104,076,347

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

Mateusz J. Atlasik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mateusz Jan Atlasik's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHESTNUT STREET INVESTMENT COUNSEL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2019

Series 7TO

Date: 7/8/2019

SIE

Date: 6/14/2019

Current Firm

CHESTNUT STREET INVESTMENT COUNSEL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHESTNUT STREET INVESTMENT COUNSEL, LLC

TRUST BUT VERIFY

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