Advisors at this firm
Sandeep V
Series 63
San Diego, CA
ATS Wealth Management
Sandeep Varma is a financial advisor at ATS Wealth Management with 35 years of industry experience. He holds a Series 63 designation and has worked with firms including The Leaders Group Inc (Simplicity Investments) and Cetera. In addition to his advisory work, Varma has been involved in public speaking for over two decades. ATS Wealth Management provides financial planning and discretionary asset management services to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm employs model portfolios ranging from aggressive growth to conservative, utilizing third-party advisers and sub-advisers, and manages approximately $383.6 million in assets across nearly 500 client relationships with a three-advisor team.
Steven M
Series 63, Series 65
San Diego, CA
ATS Wealth Management
Steven Musser is a financial advisor with ATS Wealth Management in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Avantax, Cetera, and FSC Securities Corp. Musser also maintains an independent insurance agent business. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across 471 client relationships with a three-advisor team, employing model portfolios that range from aggressive growth to conservative allocations and offering educational seminars and published financial materials.
Phylip S
Series 66
San Diego, CA
ATS Wealth Management
Phylip Simmons is a financial advisor at ATS Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Simmons is involved in managing multiple business entities alongside his advisory role. ATS Wealth Management provides financial planning and discretionary asset management to individuals, high-net-worth clients, charitable organizations, trusts, and businesses. The firm manages approximately $383.6 million in assets across 471 client relationships with a three-advisor team, using model portfolios and third-party advisers.
