Otto Glatt (CRD# 2694105) is an Investment Advisor Representative working at Richmond Capital Management Inc. in Richmond, VA and has over 27 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richmond Capital Management, Inc. | Richmond, VA | Apr 2018 - Current | 6 |
| Thompson Davis & Company, Inc. | Richmond, VA | Jan 2017 - Mar 2018 | 1 |
| Unemployed | Henrico, VA | Oct 2016 - Dec 2016 | < 1 |
| Bb&t Securities | Richmond, VA | Sep 2015 - Sep 2016 | 1 |
| Wunderlich Securities, Inc. | Memphis, TN | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- VA
-
Total Assets Under Management5,585MILLIONS
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$32,099,201
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, GA, MI, MO, MS, NY, OH, PA, VA, VT
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