Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Altman is a financial advisor registered with Glassy Mountain Advisors, Inc. Matthew has been in the industry since 2015 and holds the Series 7, Series 66, and SIE licenses. He has previous experience with Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Matthew is a Certified Financial Planner. He is a registered investment advisor in Colorado, District of Columbia, Florida, Maryland, New York, North Carolina, and Virginia. Glassy Mountain Advisors, Inc. is a Registered Investment Advisor headquartered in Bethesda, MD. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NC
08/17/2022 - Present
Glassy Mountain Advisors, Inc. (Raleigh NC)
NC
03/02/2020 - 03/04/2022
FIDELITY BROKERAGE SERVICES LLC (RALEIGH NC)
NC
03/09/2018 - 03/25/2020
CHARLES SCHWAB & CO., INC. (Chapel Hill NC)
MD
04/13/2015 - 03/01/2018
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Altman is the right advisor for you? Invested Better is here to help.
