Atlas Capital Investment
31yrs
Top advisor by experience in East Boston
5yrs
Xiaowan Tian
Financial advisor at Atlas Capital Investment
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office99 Sumner Street Commercial D, East Boston, MA 02128
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Atlas Capital Investment
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2023 – nowAtlas Capital Investment LLCCurrent firm
Questions to ask Xiaowan
Tailored to Xiaowan’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Xiaowan
How do I contact Xiaowan?
Call Atlas Capital Investment at 929-933-8975 and ask for Xiaowan Tian. Xiaowan works from the East Boston, MA office.
How long has Xiaowan been a financial advisor?
Xiaowan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Xiaowan hold?
Series 65. Tap any license on this page to see what it allows.
Is Xiaowan a fiduciary?
Xiaowan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xiaowan paid?
Atlas Capital Investment reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Xiaowan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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