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Philip Arthur Gleason

Altimeter Wealth LLC

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About Philip Arthur Gleason

Philip Gleason is a financial advisor with over 20 years of experience in the financial services industry. Philip currently holds an active registration as an Investment Advisor Representative with Altimeter Wealth LLC. Philip is registered to provide investment advisory services in North Carolina. Philip previously worked at The Investment Center, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Philip is also a licensed Series 6, Series 7, and Series 63 representative. Philip holds a Series 65 license and is registered to provide advisory services. Philip is registered as a representative in North Carolina.

Firm Information

Philip Gleason is currently registered with Altimeter Wealth LLC. Altimeter Wealth LLC is an investment advisor registered with the state of California. They provide portfolio management services for individuals.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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pm services

Pm services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Gleason’s Registration & Firm History

NC

02/08/2024 - Present

Altimeter Wealth LLC (CHARLOTTE NC)

NC

06/29/2009 - 09/01/2016

THE INVESTMENT CENTER, INC. (CHARLOTTE NC)

IA

11/11/2005 - 06/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)

NY

12/12/1994 - 11/25/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NA

05/15/1984 - 12/16/1988

N.I.S. FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 12/23/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1994

Series 7 - General Securities Representative Examination

BC

Issued 05/11/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Philip Arthur Gleason. Review regulatory record here.
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