Donald
Altomonte

Pruco Securities, LLC

CRD#1064394
Investment Advisor
in Portland, OR
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About this Advisor

Donald Altomonte is an advisor based in Portland, Oregon. Currently an investment advisor at Pruco Securities, LLC, Altomonte has 16 years of professional experience. Altomonte holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Altomonte can serve customers in California. During their career, Altomonte has held roles at Metropolitan Life Ins, Metlife Securities, Pruco Securities LLC and Prudential Insurance Company Of America. Pruco Securities, LLC is headquartered in Portland, Oregon, and operates out of 113 other brick-and-mortar locations in the United States. As a company, Pruco Securities, LLC manages $6 billion in assets throughout 47,024 accounts and retains more than 2,600 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages one accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Pruco Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1455 Nw Irving Street Suite 300
Portland, OR 97209

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$6,544,600,186

OR Average: $10,121,009,343
Total Number of Employees

2,600

OR Average: 92
Total Number of Accounts

53,064

OR Average: 6,978
Average Account Size

$123,334

OR Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Donald Altomonte Work History

Donald has 16 years of experience.

2010 - Present (9 years)

Pruco Securities LLC

2010 - Present (9 years)

Prudential Insurance Company Of America

2002 - 2010 (8 years)

Metropolitan Life Ins

2002 - 2010 (8 years)

Metlife Securities

Disclosures

Donald Altomonte has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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