Paul Carpenter has been an investment adviser representative at Atlas Private Wealth Advisors since January 2022, and is not listed among the firm’s executive officers or direct owners.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Paul Carpenter’s longest registration was 30 years at Avantax Advisory Services (1991–2021). Before joining Atlas Private Wealth Advisors in 2022, Paul Carpenter was registered through Avantax Advisory Services.
- – present · 4 yearsJohnstown, PA · Adviser representative · Firm CRD 283744
- Avantax Advisory Services– · 30 yearsJohnstown, PA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Paul Carpenter is registered as an investment adviser representative in Pennsylvania, since January 2022.
- PennsylvaniaSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 February 2005 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 17 January 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 December 1988 |
| Series 22 | Direct Participation Programs Representative Examination | 21 November 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 November 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Samuel Carpenter
- CRD
- 1884935
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- 400 Luray Avenue #100, Johnstown, PA 15904
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Paul Carpenter work?
Paul Carpenter is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Paul Carpenter a financial advisor?
Yes. Paul Carpenter has a current investment-adviser registration in Pennsylvania, through Atlas Private Wealth Advisors since January 2022.
How many years of experience does Paul Carpenter have?
Paul Carpenter has 37 years in the financial industry, since January 1989, across 2 adviser firms.
What exams has Paul Carpenter passed?
Paul Carpenter has passed 5 licensing exams: the Series 6, Series 22, Series 63, Series 26 and Series 7. The earliest, the Series 6, was passed in November 1988. FINRA credited Paul Carpenter with the SIE, which began in October 2018.
Where did Paul Carpenter work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Paul Carpenter was registered through Avantax Advisory Services, March 1991 to December 2021.
Where is Paul Carpenter based?
Paul Carpenter’s registered office is in Johnstown, PA.
Is Paul Carpenter registered with FINRA?
Yes. Paul Carpenter has a current broker registration, under CRD 1884935.
Source: FINRA BrokerCheck
How can I verify Paul Carpenter’s record?
Search CRD 1884935 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Carpenter’s full registration record.
