RegentAtlantic
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.
Sophisticated planning for complex financial lives
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Claim This Profile →About RegentAtlantic
RegentAtlantic is a leading independent RIA in the Northeast providing comprehensive wealth management, financial planning, and investment services for high-net-worth individuals and families.
Services & Specialties
Services
Financial Advisor Specialties
Frequently Asked Questions
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Verified Credentials
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Clean Record
Screened against SEC, FINRA, and state databases for disciplinary history.
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Pricing
Fee-Only (AUM)
Industries
States Served
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