Constance
Craig-Mason

Altitude Capital Management LLC

CRD#5686460
Investment Advisor
in York, PA

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About this Advisor

Constance Craig-Mason is a financial advisor based in York, Pennsylvania, working with Altitude Capital Management LLC. Constance has previously held positions at Ask Medical Consulting & Billing Svcs, Baltimore Life Company, M&T Bank, M&T Securities, Turning Point Financial, Transamerica, Concierge Financial Group, Crump Insurance, State Farm, Ask Business Consulting LLC, Baltimore Life, International Association Of Registered Financial Consultants, The Real Connected Co, Money Concepts Capital Corp, Forthright Capital Partners, Forthright Capital Advisory, Concierge Financial Group Agency, and Altitude Capital Management LLC. Constance has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Constance is part of Altitude Capital Management LLC, which operates out of York, Pennsylvania. The firm has 3 offices and 5 employees. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Altitude Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

92 Theater Lane
York, PA 17402

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Altitude Capital Management LLC Brokerage Details

Total Number of Employees

5

PA Average: 166

Investment Advisory Services

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

Constance Craig-Mason Work History

2024 - Present (1 year)

Altitude Capital Management LLC

2019 - Present (6 years)

Concierge Financial Group Agency

2023 - 2024 (1 year)

Forthright Capital Partners

2023 - 2024 (1 year)

Forthright Capital Advisory

2022 - 2023 (1 year)

International Association Of Registered Financial Consultants

2022 - 2023 (1 year)

Money Concepts Capital Corp

2021 - 2021 (< 1 year)

Turning Point Financial

2020 - 2022 (2 years)

The Real Connected Co

2019 - 2022 (3 years)

Concierge Financial Group

2018 - 2022 (4 years)

Transamerica

2017 - 2018 (1 year)

Crump Insurance

2016 - 2017 (1 year)

M&T Bank

2016 - 2017 (1 year)

M&T Securities

2014 - 2015 (1 year)

Baltimore Life Company

2013 - 2016 (3 years)

State Farm

2012 - 2015 (3 years)

Baltimore Life

2010 - 2015 (5 years)

Ask Medical Consulting & Billing Svcs

2010 - 2015 (5 years)

Ask Business Consulting LLC

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Disclosures

Please visit the SEC profile of Constance Craig-Mason 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 Altitude Capital Management LLC

Matthew Anderson
Des Moines, IA
Bruce Macomber
Freeport, ME
John Perez
Houston, TX
Sherwood Barbour
Raleigh, NC

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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