Atlantic Planning Group, LLC
Registered firm
Firm record
As recorded in SEC IAPD
- Firm CRD
- 133178
- SEC number
- Not yet retrieved from the source record
- Firm type
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Address
- Not yet retrieved from the source record
Advisors at this firm
5 in our index · page 1 of 1
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Joanna AntonopoulosCRD 4763398 · Waltham, MAIA RegisteredBroker
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Patrick James BattersbyCRD 7535091 · Waltham, MAIA RegisteredBroker
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Christopher M EppichCRD 5901614 · Waltham, MAIA RegisteredBroker
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Leon Patrick MartinCRD 4505343 · Waltham, MAIA RegisteredBroker
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Jason C VanderstreetCRD 4588628 · Waltham, MAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 133178 ↗
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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.