Philip A. Gleason
Professional summary
Philip Arthur Gleason is a registered financial advisor currently at ALTIMETER WEALTH LLC located in Charlotte, North Carolina.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Philip has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Arthur Gleason's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 8, 2024 - Present
ALTIMETER WEALTH LLC
January 8, 2019 - November 3, 2023
RED OAK CAPITAL MANAGEMENT, INC.
September 1, 2016 - January 4, 2019
HAYDEN ROYAL
June 29, 2009 - September 1, 2016
IC ADVISORY SERVICES, INC.
June 29, 2009 - September 1, 2016
THE INVESTMENT CENTER, INC.
November 14, 2005 - June 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 11, 2005 - June 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 1, 1999 - November 25, 2005
CITIGROUP GLOBAL MARKETS INC.
December 12, 1994 - November 25, 2005
CITIGROUP GLOBAL MARKETS INC.
May 15, 1984 - December 16, 1988
N.I.S. FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/8/2024)
Exams
Current Firm
ALTIMETER WEALTH LLC
CRD#: 329420 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 7,348,315 |
Red Flags
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