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CRD#: 317194
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for ATOMIC VAULTS SECURITIES, LLC Comes From

Understanding the Statistics for ATOMIC VAULTS SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
9736 Rennes Ln, Delray Beach, FL 33446
Mailing Address
9736 Rennes Ln, Delray Beach, FL 33446
Firm Size
Small
Phone Number
(203) 535-2052
Established
Delaware since 09/30/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ATOMIC VAULTS INCSOLE MEMBER
BASKETT, ERINSECURITIES PRINCIPAL AND POO4538604
BASKETT, ERINCHIEF COMPLIANCE OFFICER4538604
SLOAN NOWAK, JACQUELINE LEEFINOP, PFO2717305
SMITH, LISA LPRINCIPAL/ CEO2691076
ZHAO, MINGGLOBAL CEO AND DIRECTOR6505155

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at ATOMIC VAULTS SECURITIES, LLC

LS

Lisa L Smith

Lisa Younette Logan, Lisa Logan Smith
IAR
RR
CRD#: 2691076
Location:
Johns Creek, GA
Company:
NINE30 ADVISORS LLC
Disclosures:
Experience:
29 years
View Profile
EB

Erin Elaine Baskett

Erin Baskett, Erin Elaine Dougherty, Erin Elaine Lohbeck
RR
CRD#: 4538604
Location:
New York, NY 10004
Company:
MARKET SECURITIES, LLC
Disclosures:
Experience:
15 years
View Profile
MZ

Ming Zhao

RR
CRD#: 6505155
Location:
Delray Beach, FL 33446
Company:
ATOMIC VAULTS SECURITIES, LLC
Disclosures:
Experience:
2 years
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