Matthew
Altman
Glassy Mountain Advisors, Inc
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About this Advisor
Matthew Altman is a certified financial planner who works in Raleigh, North Carolina who has 1 year of relevant experience. Altman is currently employed by Glassy Mountain Advisors, Inc. During their career, the advisor has held roles at Td Bank, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Copperleaf Capital, LLC. Altman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, District Of Columbia, Florida, Maryland, New York, North Carolina and Virginia. Glassy Mountain Advisors, Inc is a company based in Bethesda, MD. The firm has offices in two locations and a total of six advisors. It manages $225 million in total assets across its 274 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 274 client accounts, 75% belong to high-net-worth clients who have at least $1 million in assets. Glassy Mountain Advisors, Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the services provided. Fee types charged by Glassy Mountain Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glassy Mountain Advisors, Inc Brokerage Details
$224,702,104
6
274
$820,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Altman Work History
Matthew has been registered as a financial advisor for 1 years.*
Copperleaf Capital, LLC
Fidelity Brokerage Services LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Fidelity Brokerage Services LLC
Td Bank
Td Bank
Td Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Altman 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 Glassy Mountain Advisors, Inc
Raleigh, NC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
