David AltmanCRD Number: 4735451
Current Firm: Alliancebernstein LP
David Altman (CRD# 4735451) is an Investment Advisor Representative working at Alliancebernstein LP in Stamford, CT and has over 19 years of experience in the finance industry. David Altman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
American Portfolios Advisors, Inc.
|Sanford C. Bernstein||New York, NY||Aug 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management582,388MILLIONS
Total Number of Accounts58,634ACCOUNTS
Average Account Value$9,932,599
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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