American Trust Investment Services, Inc.

Overview

American Trust Investment Services, Inc. is a Broker Dealer based in San Clemente, CA, formed in 1968 in Indiana. Its 50 registered representatives work across 7 branch offices in 4 states.

Registered reps

50

Branch offices

7

Formed

1968

Jurisdictions

52

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Private Placements
• 5 more

Executive officers 3 of 5

• James Francis Dever Chief Executive Officer CRD 1840373
• Kristopher Charles Kessler President CRD 4543640
• Richard Ernest Onesto Financial Operations Principal CRD 2453096

2 more executive officers, with direct contact details

Registered reps 3 of 50

• Mark Joseph Angioletti Registered Rep CRD 705134
• Zovinar Aynilian-Kaprielian Registered Rep CRD 2510545
• James Campbell Balk Registered Rep · Investment Adviser Rep CRD 7817532

47 more registered reps, with emails, phones and branch locations

Location

Headquarters

910 S El Camino Real Ste 200
San Clemente, CA 92672

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Branch offices

7 in 4 states, including Chicago, IL, Coconut Creek, FL and Lisle, IL

Registrations

• FINRA member, corporation formed in Indiana
• Registered in 52 jurisdictions
• Website: amtruinvest.com

Every state, with registration dates

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