Mateusz Jan Atlasik
Investment adviser representative at Chestnut Street Investment Counsel, LLC
10 yearsExperience
1 stateRegistered in
$119.5MFirm assets
1 yearFirm 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
- Pension consulting
Experience
10 years in the industry.
- Chestnut Street Investment Counsel, LLCOct 2022 to now
- The Vanguard Group, Inc.Apr 2021 to Sep 2022
- Ameriprise Financial Services, IncMay 2019 to May 2021
- Peoplesbank, A Codorus Valley CompanyJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chestnut Street Investment Counsel, LLC
$119.5MAssets managed
85Clients
3Advisers
1 yearIn 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
- 6896259
- Firm CRD
- 309741