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MA

Martin S. Altimore

MSA CAPITAL MANAGEMENT, PLLC
Fair Oaks Ranch, TX
Some features on this profile are disabled
CRD#: 4048
MA

Professional summary


Martin Samuel Altimore, who also goes by Sam Altimore, Samuel Altimore, is a registered financial advisor currently at MSA CAPITAL MANAGEMENT, PLLC located in Fair Oaks Ranch, Texas.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Martin has worked at 16 firms and has passed the Series 65, Series 63, PC, Series 000, Series 1, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Sam Altimore | Samuel Altimore

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Martin Samuel Altimore'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

May 3, 2016 - Present

MSA CAPITAL MANAGEMENT, PLLC

RIA
CRD#: 282650
Fair Oaks Ranch, TX
Past

September 20, 2010 - April 10, 2012

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
SAN ANTONIO, TX
Past

December 14, 1995 - September 8, 2010

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
HOUSTON, TX
Past

October 31, 1994 - October 18, 1995

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

May 10, 1993 - October 26, 1994

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

July 19, 1990 - May 18, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 25, 1989 - July 27, 1990

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

August 6, 1984 - October 12, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

October 27, 1983 - July 26, 1984

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
Past

December 18, 1980 - April 20, 1983

FIRST MID-AMERICA INC.

BD
CRD#: 306
Past

July 13, 1978 - January 31, 1981

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

May 6, 1976 - July 13, 1978

A. G. BECKER INCORPORATED

BD
CRD#: 6794
Past

March 27, 1974 - April 1, 1976

LOEB RHOADES & CO

BD
CRD#: 1000005
Past

October 19, 1971 - April 2, 1974

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488
Past

January 27, 1971 - November 18, 1971

SHEARSON, HAMMILL & CO., INCORPORATED

BD
CRD#: 766
Past

December 30, 1970 - April 5, 1971

GOODBODY & CO. INCORPORATED

BD
CRD#: 362

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
Texas
(5/3/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/27/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 2/11/1992
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 7/1/1968
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 5/13/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/24/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MC
MSA CAPITAL MANAGEMENT, PLLC
ALTIMORE, MARTIN SAMUEL | MSA CAPITAL MANAGEMRNT | MSA CAPITAL MANAGEMENT, PLLC | MARTIN S. ALTIMORE CAPITAL MANAGEMENT

CRD#: 282650 / SEC#:

Texas
Registered Investment Advisory firm - (5/3/2016 Approved)
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Contact information


Main Address
Fair Oaks Ranch, TX
Mailing Address
Phone number
(713) 628-7550
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts20
AUM (Assets Under Management)$ 10,000,000

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.

Company Information


MSA CAPITAL MANAGEMENT, PLLC

CRD#: 282650Fair Oaks Ranch, TX

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