Anik Mutsuddy
Investment Adviser Representative at American Trust Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anik Mutsuddy is an investment adviser representative with American Trust Investment Advisors, LLC in Lebanon, NH, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in New Hampshire.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American Trust Investment Advisors, LLCJul 2021 – no end date reportedLebanon, NH
- Chewy Inc.Jul 2020 – Jun 2021Jessup, PA
- Wheaton CollegeAug 2016 – May 2020Norton, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About American Trust Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including portfolio construction diversified across high-quality companies, international stocks, commodities, and investment-grade fixed income instruments; socially responsible investing with customized screening; and fee-only registered investment advisory services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lebanon, NH
- SEC file number:
- 801-60454
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at American Trust Investment Advisors, LLC
1 other advisor in the directory
View American Trust Investment Advisors, LLC firm profileSimilar advisors in Lebanon, NH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anik Mutsuddy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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