Matthew
Altman

Glassy Mountain Advisors, Inc

CRD#6451641
Investment Advisor
in Raleigh, NC

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About this Advisor

Matthew Altman is a financial advisor based in Raleigh, North Carolina, working with Glassy Mountain Advisors, Inc. Matthew has previously held positions at Fidelity Brokerage Services LLC, Td Bank, Charles Schwab & Co., Inc, Charles Schwab Bank, and Copperleaf Capital, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Colorado, District of Columbia, Florida, Maryland, New York, North Carolina, and Virginia. Currently, Matthew is part of Glassy Mountain Advisors, Inc, which operates out of Raleigh, North Carolina. The firm has 2 offices and 6 employees. The firm manages assets totaling $278.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Glassy Mountain Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Raleigh, NC

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Glassy Mountain Advisors, Inc Brokerage Details

Total Assets Under Management

$278,031,103

NC Average: $6,889,882,315
Total Number of Employees

6

NC Average: 45
Total Number of Accounts

305

NC Average: 765
Average Account Size

$911,577

NC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Altman Work History

2022 - Present (3 years)

Copperleaf Capital, LLC

2020 - 2022 (2 years)

Fidelity Brokerage Services LLC

2018 - 2020 (2 years)

Charles Schwab & Co., Inc

2018 - 2020 (2 years)

Charles Schwab Bank

2015 - 2018 (3 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Td Bank

2013 - 2014 (1 year)

Td Bank

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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

Matthew Altman
Raleigh, NC
Michael Mcintyre
Bethesda, MD
William Mccaffrey
Bethesda, MD
Brian Hawthorne-Codato
Bethesda, MD
Margaret Horsley
Bethesda, MD
Ross Smyth
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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