David
Fershteyn
Altera Private Access, LLC
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About this Advisor
David Fershteyn is a financial advisor based in Atlanta, Georgia, working with Altera Private Access, LLC. David has previously held positions at Barclays Capital Inc, University Of Georgia, Atticus Franchise Group, Altera Investments, and Altera Private Access. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, David is part of Altera Private Access, LLC, which operates out of Atlanta, Georgia. The firm has 14 employees and manages assets totaling $321.0 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Altera Private Access, LLC includes fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Altera Private Access, LLC Brokerage Details
$321,016,322
14
49
$6,551,354
Investment Advisory Services
- Portfolio management for pooled investment vehicles
David Fershteyn Work History
Altera Private Access
Altera Investments
Altera Investments
Barclays Capital Inc
Atticus Franchise Group
University Of Georgia
Disclosures
Please visit the SEC profile of David Fershteyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Altera Private Access, LLC
Atlanta, GA
Atlanta, GA
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