Mateusz Atlasik has been an investment adviser representative at Chestnut Street Investment Counsel since October 2022, and is not listed among the firm’s executive officers or direct owners.
Chestnut Street Investment Counsel, LLC is a Lancaster, PA firm with $120M under management, 85 clients and 3 advisers in one office, as of its January 2026 filing.
Mateusz Atlasik’s longest registration is the current one, 4 years at Chestnut Street Investment Counsel since 2022. Before joining Chestnut Street Investment Counsel in 2022, Mateusz Atlasik was registered through Vanguard Advisers, Inc. and Ameriprise Financial Services, LLC.
- – present · 4 yearsLancaster, PA · Adviser representative · Firm CRD 309741
- Vanguard Advisers, Inc.– · 1 yearMalvern, PA · Adviser representative · Firm CRD 106715
- Ameriprise Financial Services, LLC– · 1 yearHershey, PA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Mateusz Atlasik is registered as an investment adviser representative in Pennsylvania, since October 2022.
- PennsylvaniaSince 10 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 August 2019 |
| Series 7TO | General Securities Representative Examination | 8 July 2019 |
| SIE | Securities Industry Essentials Examination | 14 June 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Mateusz Jan Atlasik
- CRD
- 6896259
- Firm
- Chestnut Street Investment Counsel · CRD 309741
- Office
- 144 EAST CHESTNUT STREET, Lancaster, PA 17602
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Mateusz Atlasik work?
Mateusz Atlasik is an investment adviser representative registered through Chestnut Street Investment Counsel, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Mateusz Atlasik a financial advisor?
Yes. Mateusz Atlasik has a current investment-adviser registration in Pennsylvania, through Chestnut Street Investment Counsel since October 2022.
How many years of experience does Mateusz Atlasik have?
Mateusz Atlasik has 7 years in the financial industry, since September 2019, across 3 adviser firms.
What exams has Mateusz Atlasik passed?
Mateusz Atlasik has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2019.
Where did Mateusz Atlasik work before Chestnut Street Investment Counsel?
Before Chestnut Street Investment Counsel, Mateusz Atlasik was registered through Vanguard Advisers, Inc., July 2021 to September 2022; Ameriprise Financial Services, LLC, August 2019 to May 2021.
Where is Mateusz Atlasik based?
Mateusz Atlasik’s registered office is in Lancaster, PA.
Is Mateusz Atlasik registered with FINRA?
No. Mateusz Atlasik has no current broker registration.
How can I verify Mateusz Atlasik’s record?
Search CRD 6896259 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mateusz Atlasik’s full registration record.
