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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

MARK DONNELLY

Advisor at ATLAS SUSTAINABLE WEALTH, LLC

BALTIMORE, MD

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Search this name across graphsid dfx:ria:5e1c8852-5066-171b-2d47-c0fc6f90ceea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ATLAS SUSTAINABLE WEALTH, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Mar 9, 2012
First registration: Mar 12, 2012
Dual registered: no
Other names: ANTHONY MARK DONNELLY
IAPD individual key: 6035511

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ATLAS SUSTAINABLE WEALTH, LLC	State registered	Jan 1, 2026	n/a	yes	BALTIMORE, MD	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	May 19, 2017	Dec 13, 2018	no	Newton, MA\|NEWPORT BEACH, CA	Previous registration
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	May 15, 2017	Dec 13, 2018	no	Newton, MA\|NEWPORT BEACH, CA	Previous registration
AEPG WEALTH STRATEGIES	Former SEC adviser	Mar 12, 2012	Apr 12, 2017	no	WARREN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE ADVISORS, LLC	ATLAS SUSTAINABLE WEALTH, LLC	Dec 13, 2018	Jan 1, 2026	2,576	Firm change after gap	RIA to state RIA
BEACON POINTE WEALTH ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Dec 13, 2018	May 19, 2017	-573	Firm change after gap	Other
AEPG WEALTH STRATEGIES	BEACON POINTE WEALTH ADVISORS, LLC	Apr 12, 2017	May 15, 2017	33	Firm change	Other

Relationships

Registered with (4)

→ ATLAS SUSTAINABLE WEALTH, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
May 19, 2017 to Dec 13, 2018factForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 15, 2017 to Dec 13, 2018factForm ADV
→ AEPG WEALTH STRATEGIESRegistered adviserregistration: previous registration
Mar 12, 2012 to Apr 12, 2017factForm ADV

Dated events

No dated event names this entity yet.