David Woolpert

ALTUS INVESTMENT GROUP

Concord, NH 03301

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CRD#: 2768177

Professional summary

David Woolpert, who also goes by David Stone Freeman-woolpert, David Stone Freemanwoolpert, David Stone Woolpert, is a registered financial advisor currently at ALTUS INVESTMENT GROUP located in Concord, New Hampshire.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Stone Freeman-Woolpert | David Stone Freemanwoolpert | David Stone Woolpert

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.

1. 07/09/1996: CONCORD COMMUNITY MUSIC SCHOOL - Teacher - NOT INV REL - No Time Spent 2. 10/07/2003: ALTUS INVESTMENT GROUP - Registered Investment Advisor - INV REL - At Reported Business Location(s) 3. 12/11/2007: Altus Investment Group LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 4. 5/7/2016: Altus Financial Group LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 3 N. Spring Street Suite 200, Concord, NH 03301 - Start 01/04/2016 - 2 Hr/Mo; 1 Hour During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Woolpert'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®

None

Experience

Current

September 28, 2007 - Present

ALTUS INVESTMENT GROUP

Office #1: 104 North State Street, Concord, NH 03301

RIA

CRD#: 128489

Concord, NH

Past

September 2, 1997 - February 17, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

CONCORD, NH

Past

July 16, 1996 - February 17, 2022

LPL FINANCIAL LLC

CRD#: 6413

CONCORD, NH

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 Hampshire
(9/28/2007)

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: 7/24/1996

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: 7/15/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/19/1999

General Securities Principal Examination

Current Firm

ALTUS INVESTMENT GROUP

ALTUS INVESTMENT GROUP | LPL FINANCIAL | FREEMAN-WOOLPERT, DAVID, STONE | ALTUS INVESTMENT GROUP LLC

CRD#: 128489 / SEC#:

New Hampshire

Registered Investment Advisory firm - (9/25/2003 Approved)

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Contact information

Main Address

104 North State Street, Concord, NH 03301

Mailing Address

37 Salmon Street, Manchester, NH 03104

Phone number

(603) 223-6726

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 Woolpert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALTUS INVESTMENT GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/24/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1996

Series 24

Date: 4/19/1999

Current Firm

ALTUS INVESTMENT GROUP

Contact information

Documents

Red Flags

Company Information

ALTUS INVESTMENT GROUP

TRUST BUT VERIFY

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