Todd J. Altomare
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Todd Joseph Altomare, CFP® was a registered financial professional .
Todd is a previously registered financial professional and started their career in finance in 1995. Todd had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 22, 2020 - September 18, 2023
CLEAR STREAM ADVISORS, INCORPORATED
September 6, 2011 - November 15, 2017
VANGUARD ADVISERS, INC.
June 17, 2010 - August 31, 2018
VANGUARD MARKETING CORPORATION
May 16, 1997 - December 16, 2004
STRATEGIC ADVISERS LLC
April 18, 1995 - June 9, 2010
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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Exams
Current Firm
CLEAR STREAM ADVISORS, INCORPORATED
CRD#: 140714 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 18,790,000 |
Red Flags
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