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Paul X Hopgood Morales

Investment Adviser Representative at ATLAS ASSET MANAGEMENT LLC

Guaynabo, PRCRD #4850093Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Paul X. Hopgood Morales has worked in the securities industry since 2005. They have passed the Series 65 and 7 examinations. They are registered to provide investment advisory services in Puerto Rico.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Puerto Rico
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2004
Series 7
General Securities Representative Examination
Passed 3/31/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1 Million1.25%
Greater than $25 Million0.05%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Atlas Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ATLAS ASSET MANAGEMENT LLCCurrent
4/24/2015Guaynabo, PR
ATLAS ASSET MANAGEMENT LLC
12/10/20144/7/2015Guaynabo, PR
SANTANDER ASSET MANAGEMENT
9/7/201210/6/2014Guaynabo, PR
SANTANDER SECURITIES
11/18/20048/5/2014Guaynabo, PR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ATLAS ASSET MANAGEMENT LLC

2 other advisors in the directory

View ATLAS ASSET MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul X Hopgood Morales 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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Paul X Hopgood Morales - Financial Advisor in Guaynabo, PR | AdvisorFinder