David A. Altman

HS MANAGEMENT PARTNERS

New York, NY 10019

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CRD#: 1017332

Professional summary

David Allan Altman is a registered financial advisor currently at HS MANAGEMENT PARTNERS, LLC located in New York, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. David has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allan Altman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 11, 2023 - Present

HS MANAGEMENT PARTNERS, LLC

Office #1: 640 Fifth Avenue 18th Floor, New York, NY 10019

RIA

CRD#: 145480

New York, NY

Past

December 16, 1999 - April 2, 2007

W. P. STEWART SECURITIES LLC

CRD#: 40964

NEW YORK, NY

Past

June 6, 1995 - August 11, 1997

W. P. STEWART & CO., INC.

CRD#: 7190

NEW YORK, NY

Past

November 25, 1981 - September 30, 1993

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HS MANAGEMENT PARTNERS, LLC

AGILITY ASSET MANAGEMENT, LLC | HS MANAGEMENT PARTNERS, LLC

CRD#: 145480 / SEC#: 801-68501

RIA

Registered Investment Advisory firm - (10/25/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/11/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/20/1996

General Securities Principal Examination

Current Firm

HS MANAGEMENT PARTNERS, LLC

AGILITY ASSET MANAGEMENT, LLC | HS MANAGEMENT PARTNERS, LLC

CRD#: 145480 / SEC#: 801-68501

RIA

Registered Investment Advisory firm - (10/25/2007 Approved)

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Contact information

Main Address

640 Fifth Avenue 18th Floor, New York, NY 10019

Mailing Address

Phone number

(212) 888-0060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR HS MANAGEMENT PARTNERS, LLC (7/30/2025)

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 1,547,896,594

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Altman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allan Altman's CRS (Customer Relationship Summary).

Certified licenses

Experience

HS MANAGEMENT PARTNERS, LLC

W. P. STEWART SECURITIES LLC

W. P. STEWART & CO., INC.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

HS MANAGEMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/1995

Series 7

Date: 11/21/1981

Series 24

Date: 2/20/1996

Current Firm

HS MANAGEMENT PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HS MANAGEMENT PARTNERS, LLC

TRUST BUT VERIFY

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