Chris J. Dardaman

ALTERA PRIVATE ACCESS

Atlanta, GA 30328

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CRD#: 2212568

Professional summary

Chris John Dardaman JR, CFP®, CIMA® is a registered financial advisor currently at ALTERA PRIVATE ACCESS, LLC located in Atlanta, Georgia.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Chris has worked at 5 firms and has passed the Series 65, 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.

Sunrise Clean Care & Water Restoration, LLC. Not investment related. 3990 Flowers Road, Suite 500, Atlanta, GA 30360. Residential and Commercial flooring cleaning business. One of LLC Managers. Partner. June 2018. 5 hours a month, half during trading hours. Duties include finance and strategy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris John Dardaman JR's 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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 7, 2022 - Present

ALTERA PRIVATE ACCESS, LLC

Office #1: 10 Glenlake Parkway North Tower, Suite 1070, Atlanta, GA 30328

RIA

CRD#: 287467

Atlanta, GA

Past

October 25, 2021 - January 13, 2022

ALTERA ADVISORS, LLC

RIA

CRD#: 308222

ATLANTA, GA

Past

January 2, 1998 - December 31, 2016

CI BRIGHTWORTH PRIVATE WEALTH

RIA

CRD#: 109569

ATLANTA, GA

Past

May 15, 1997 - January 4, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

February 25, 1992 - May 29, 1997

PPA INVESTMENTS, INC.

CRD#: 15869

ROSWELL, GA

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".

ALTERA PRIVATE ACCESS, LLC

ALTERA PRIVATE ACCESS, LLC | REINER MOSS PRIVATE ACCESS, LLC

CRD#: 287467 / SEC#: 801-110427

RIA

Registered Investment Advisory firm - (4/21/2017 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

Georgia
(1/7/2022)

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 65

Date: 10/6/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/24/1992

General Securities Principal Examination

Current Firm

ALTERA PRIVATE ACCESS, LLC

ALTERA PRIVATE ACCESS, LLC | REINER MOSS PRIVATE ACCESS, LLC

CRD#: 287467 / SEC#: 801-110427

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

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Contact information

Main Address

10 Glenlake Parkway North Tower, Suite 1070, Atlanta, GA 30328

Mailing Address

Phone number

(404) 537-2759

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ALTERA PRIVATE ACCESS PART 2A (7/29/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 479,134,594

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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Advisor Monitoring

Firm Stability Insights

Chris J. Dardaman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris John Dardaman JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERA ADVISORS, LLC

CI BRIGHTWORTH PRIVATE WEALTH

FSC SECURITIES CORPORATION

PPA INVESTMENTS, INC.

Primary Firm SEC Registration

ALTERA PRIVATE ACCESS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/1993

Series 63

Date: 3/2/1992

Series 7

Date: 2/24/1992

Series 24

Date: 3/24/1992

Current Firm

ALTERA PRIVATE ACCESS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTERA PRIVATE ACCESS, LLC

TRUST BUT VERIFY

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