Advisors with a Fiduciary Responsibility to Clients

ATIA represents the new era of investment advisors who are not only equipped with leading technology, but also and hold a fiduciary relationship with clients rather than with any bank or brokerage firm.  Whether you invest for income or growth, prefer a conservative strategy to an aggressive Robotic Trading System, ATIA can assist you to implement an Investment Policy Statement tailored to your goals. 

 

Although our associates utilize only non-commissioned investment products and strategies for portfolio management, Life Insurance products will include a commission.

 

Through Master Account Agreements with one or more globally trusted custodians, ATIA combines cutting edge technology with experience, honesty, and integrity.  

 

Frank P. Albanese

Principal & CEO 

 

Relevant Background:

BA Economics, DePaul University

Chicago, Illinois (1988) 

 

 

  • Chief Compliance Officer

  • Asset Allocation Strategist

  • Life Insurance Business Entity Principal

 

To learn more about this advisor and our firm, please request a copy of our Privacy Policy, Firm and Individual Brochures:

  • Privacy Policy

  • Form ADV 2A: Firm Brochure

  • Form ADV 2B: Individual Brochure

David M. Gundy

Senior Vice President 

 

Relevant Background:

BA Business Management, Minor in Psychology

Blackburn College, Carlinville, Illinois (1999) 

 

 

  • Investment Advisor Representative

  • Retirement Income & Distribution Planning

  • IRA Rollovers, Defined Pensions & Benefit Plans

 

To learn more about this advisor and our firm, please request a copy of our Privacy Policy, Firm and Individual Brochures:

 

  • Privacy Policy

  • Form ADV 2A: Firm Brochure

  • Form ADV 2B: Individual Brochure

Primary Custodians

 

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers is not affiliated with and does not endorse or recommend Advanced Trader Investment Advisors, LLC. Interactive Brokers provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

 

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*Advanced Trader Investment Advisors, LLC./ATIA Wealth Management Group  If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the b/d or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.