Sandra Heide Dalton
Investment adviser representative at Atlas Private Wealth Advisors
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$859.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Atlas Private Wealth AdvisorsApr 2017 to now
- LPL Financial, LLCApr 2017 to now
- Ameriprise Financial Services, Inc.Mar 2006 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Atlas Private Wealth Advisors
Legal name: Atlas Private Wealth Advisors, LLC
$859.8MAssets managed
1,223Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2423088
- Firm CRD
- 283744