Advisor at Atlas Private Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Atlas Private Wealth Advisors
Location
Johnstown, PA
Credentials
Series 66
Industry experience
2 years
Financial planning fixed fees generally range from $500 to $15,000 depending on complexity.
$0 - $5,000,000+: 0.25% - 2.0%
Commissions charged for securities transactions via LPL Financial; firm does not charge advisory fees in addition to commissions on commission products.
Financial planning may be offered on an hourly basis; specific hourly rates not stated in brochure.
LPL Financial
2021 - Present (5 years)
Atlas Private Wealth Advisors
2021 - 2023 (2 years)
Paul Carpenter Capital Advisors
2020 - 2021 (1 year)
Atlas Private Wealth Advisors
2020 - Present (6 years)
Chili's Bar & Grill
2019 - 2020 (1 year)
Super 8
2018 - 2019 (1 year)
Capri Pizza Westmont
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Johnstown, PA
Merrill
Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.
Series 66
Johnstown, PA
Edward Jones
Series 63
Ebensburg, PA
Aspire Financial, Inc.
Series 63
Ebensburg, PA
Aspire Financial, Inc.
Series 63
Ebensburg, PA
Aspire Financial, Inc.
Series 65
Johnstown, PA
AmeriServ Wealth Advisors Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")