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Marc A Kane

Investment adviser representative at Atlas Private Wealth Advisors
27 yearsExperience
1 stateRegistered in
$859.8MFirm assets
10 yearsFirm in business

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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

27 years in the industry.

  1. Atlas Private Wealth AdvisorsJul 2017 to now
  2. Marc A. Kane, CpaAug 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
4613446
Firm CRD
283744
Advisor's SEC record (opens in a new tab)
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