Alex Gregory Goldstein
Investment adviser representative at Atlas
12 yearsExperience
2 statesRegistered in
$153.9MFirm assets
3 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- AtlasAug 2025 to now
- Spreadwise LLCMay 2025 to now
- Percent TechnologiesJan 2026 to Mar 2026
- Chesapeake Asset Management LLCJun 2023 to Jun 2025
- Bank of America, N.A.Feb 2020 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to May 2023
- UBS Financial Services Inc.Jul 2018 to Nov 2019
- Morgan StanleyFeb 2018 to Jul 2018
- AdpJan 2018 to Feb 2018
- Florida House of RepresentativesAug 2015 to Dec 2017
- Florida State UniversityMay 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Atlas
Legal name: Atfs Advisers LLC
$153.9MAssets managed
48Clients
8Advisers
3 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
- 6944442
- Firm CRD
- 324191