Anik Mutsuddy
Investment adviser representative at American Trust Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$303.5MFirm assets
25 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- American Trust Investment Advisors, LLCJul 2021 to now
- Chewy Inc.Jul 2020 to Jun 2021
- Wheaton CollegeAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
American Trust Investment Advisors, LLC
$303.5MAssets managed
116Clients
2Advisers
25 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
- 7805196
- Firm CRD
- 114439