Charles E. Greth

ALTITUDE CAPITAL MANAGEMENT LLC

TACOMA, WA 98402

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CRD#: 1317916

Professional summary

Charles Eric Greth, who also goes by Eric Greth, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Tacoma, Washington.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Charles has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Greth

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.

MEDICARE ADVISOR, NOT INVESTMENT RELATED, TACOMA, WA, MEDICARE ADVICE, GUIDANCE AND ENROLLMENT, MEDICARE ADVISOR, 10-20 HOURS DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Eric Greth'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

October 24, 2024 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 1201 Pacific Avenue, Suite 603, Tacoma, WA 98402

RIA

CRD#: 329366

TACOMA, WA

Past

April 25, 2022 - February 7, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

April 25, 2022 - February 7, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

Past

December 18, 2020 - April 22, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

RENTON, WA

Past

December 18, 2020 - April 22, 2022

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

RENTON, WA

Past

December 11, 2015 - November 23, 2020

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SHELTON, WA

Past

December 10, 2015 - November 23, 2020

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

SHELTON, WA

Past

January 29, 2015 - December 15, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HENDERSON, NV

Past

January 21, 2015 - December 15, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HENDERSON, NV

Past

May 28, 2013 - January 2, 2015

LEGEND ADVISORY, LLC

RIA

CRD#: 104761

LAS VEGAS, NV

Past

May 28, 2013 - January 2, 2015

LEGEND EQUITIES CORPORATION

CRD#: 30999

LAS VEGAS, NV

Past

March 5, 2010 - May 30, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAS VEGAS, NV

Past

January 15, 2010 - May 30, 2013

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LAS VEGAS, NV

Past

August 7, 1995 - January 4, 2010

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ALBUQUERQUE, NM

Past

March 11, 1994 - July 25, 1995

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

March 18, 1991 - August 20, 1993

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

April 9, 1990 - April 3, 1991

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

March 27, 1989 - June 16, 1989

KENNEDY, CABOT & CO.

CRD#: 2417

BEVERLY HILLS, CA

Past

May 28, 1988 - December 19, 1988

MARKETING ONE SECURITIES, INC.

CRD#: 16611

Past

July 14, 1986 - March 4, 1988

INVEST FINANCIAL CORPORATION

CRD#: 12984

Past

April 4, 1986 - July 14, 1986

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Past

December 21, 1984 - July 1, 1985

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

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".

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 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

Washington
(10/24/2024)

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

IAR

Series 66

Date: 3/2/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/17/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/2004

General Securities Principal Examination

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

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Contact information

Main Address

2015 Grand Avenue Suite 100, Des Moines, IA 50312

Mailing Address

Phone number

(515) 207-3310

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 49,400,000

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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Advisor Monitoring

Firm Stability Insights

Charles E. Greth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Eric Greth's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEGEND ADVISORY, LLC

LEGEND EQUITIES CORPORATION

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CUNA BROKERAGE SERVICES, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

KENNEDY, CABOT & CO.

MARKETING ONE SECURITIES, INC.

INVEST FINANCIAL CORPORATION

CETERA WEALTH SERVICES, LLC

BLINDER, ROBINSON & CO., INC.

Primary Firm SEC Registration

ALTITUDE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2010

Series 63

Date: 12/17/1984

SIE

Date: 10/1/2018

Series 7

Date: 12/15/1984

Series 24

Date: 5/3/2004

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTITUDE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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