AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TS

Tarang Shah

ATLAS TECHNOLOGY GROUP LLC
MENLO PARK, CA 94025
Some features on this profile are disabled
CRD#: 6974734
TS

Professional summary

Tarang Shah is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Menlo Park, California.

Tarang is registered as a RR (Registered Representative) and started their career in finance in 2020. Tarang has worked at 1 firm and has passed the SIE and Series 79TO 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 Tarang Shah'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

December 14, 2020 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
BD
CRD#: 152828
MENLO PARK, CA

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

General Industry/Product Exam
RR
SIE
Date: 12/13/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/24/2020
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
ATLAS TECHNOLOGY GROUP LLC
ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Mailing Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Phone number
(415) 795-8800
Established
California since 11/24/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
TROUSSET, TONY MICHAELMANAGING MEMBER / CEO/ CCO2460709
RUSSELL, SARAH DETLINGPFO6727189

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 TECHNOLOGY GROUP LLC

CRD#: 152828Menlo Park, CA 94025

TRUST BUT VERIFY

Monitor Tarang Shah

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics