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David C. Altenburg

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CRD#: 4138714
DA

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.

David Carl Altenburg was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2000. David had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 55 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 4, 2013 - October 4, 2016

STONEHARBOR INVESTMENT GROUP, LLC

RIA
CRD#: 119982
BATH, ME
Past

November 5, 2010 - February 3, 2012

ATLANTIC FINANCIAL SERVICES OF MAINE, INC.

BD
CRD#: 31743
PORTLAND, ME
Past

February 27, 2008 - February 24, 2010

CLM CAPITAL MANAGEMENT LLC

RIA
CRD#: 114835
SANFORD, ME
Past

January 8, 2001 - September 21, 2001

EDGETRADE LLC

BD
CRD#: 42071
JERSEY CITY, NJ
Past

March 27, 2000 - January 4, 2001

SHEARMAN, RALSTON INC.

BD
CRD#: 7320
GREENWICH, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/3/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/16/2001
Limited Representative-Equity Trader Exam

Current Firm


SI
STONEHARBOR INVESTMENT GROUP, LLC
STONEHARBOR INVESTMENT GROUP, LLC | THE STONEHARBOR GROUP, LLC

CRD#: 119982 / SEC#: 801-69809

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Contact information


Main Address
433 Paseo De Peralta, Santa Fe, NM 87501
Mailing Address
Phone number
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.

Company Information


STONEHARBOR INVESTMENT GROUP, LLC

CRD#: 119982

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