EB
Elias J. Burgos
ATLAS PRIVATE WEALTH ADVISORS
RED BANK, NJ 07701
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CRD#: 7937080
EB
Professional summary
Elias Jorge Burgos, who also goes by Elias Burgos, is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Red Bank, New Jersey and LPL FINANCIAL LLC located in Red Bank, New Jersey.
Elias is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Elias has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elias Burgos
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. EJ Burgos Enterprises LLC- Real Estate Rental - Investment related - 05 Hrs/Mth - 00 Hrs During Trading - RED BANK, NJ 07701 - OBA start date: 03/2025 - search for and acquire rental properties/ repairing properties 2. Burgos Investment Enterprises - Real Estate Rental - Investment related - 05 Hrs/Mth - 00 Hrs During Trading. - RED BANK, NJ 07701 - OBA start date: 01/2025 - search for and acquire rental properties/ repairing properties 3. Atlas Private Wealth Advisors - Investment Advisory Firm - Investment Advisor Representative - Investment related - 80 Hrs/Mth - 80 Hrs During Trading - RED BANK, NJ 07701 - OBA start date: 10/2025 - Advise high-net-worth clients on financial planning and investments while ensuring compliance and staying current with market trends 4. LPL Financial - Investment-Related - Broker Dealer - Registered Representative - Red Bank, NJ - 80 hours/month - 80 hours/month during trading hours - OBA start date: 10/2025 - Advise high-net-worth clients on financial planning and investments while ensuring compliance and staying current with market trends 5. Independent Insurance Agent - Investment Related - NJ - Life Insurance, Accident & Health Insurance - 05/2024
CRS (Client Relationship Summary) - RIA
Click below to view Elias Jorge Burgos'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®
NoneExperience
Current
October 30, 2025 - Present
ATLAS PRIVATE WEALTH ADVISORS
Office #1: 331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701RIA
CRD#: 283744
RED BANK, NJ
Current
October 21, 2025 - Present
LPL FINANCIAL LLC
Office #1: 331 Newman Springs Rd Ste 320 2nd Floor, Red Bank, NJ 07701RIA
BD
CRD#: 6413
RED BANK, NJ
Past
September 3, 2024 - October 8, 2025
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBRIDGE, NJ
Past
July 13, 2024 - October 8, 2025
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBRIDGE, NJ
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".
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
Registered Investment Advisory firm - (6/13/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/21/2025)
RR
Florida(10/21/2025)
RR
New Jersey(10/21/2025)
IAR
New Jersey(10/30/2025)
RR
Pennsylvania(10/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD#: 283744 / SEC#: 801-107919
RIA
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Contact information
Main Address
331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(888) 996-2666
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,524 |
| AUM (Assets Under Management) | $ 688,121,996 |
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.
