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AH

Andre O. Harrielal

ALTITUDE CAPITAL MANAGEMENT LLC
CHERRY HILL, NJ 08035
Some features on this profile are disabled
CRD#: 4259305
AH

Professional summary

Andre Obrian Harrielal, who also goes by Andre O'brian Harrielal, Andre Obrien Harrielal, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Cherry Hill, New Jersey.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andre has worked at 11 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andre O'brian Harrielal | Andre Obrien Harrielal

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 - American National 2 - Ohio National 3 - Transamerica Life 4 - Mutual of Omaha 5 - Lafayette Life 6 - North American Senior Benefits 7 - Mass Mutual 8 - F & G Annuity & Life 9 - Athene Life 10 - American Equity 11 - One America Life 12 - Nationwide Insurance 13 - Ethos Life 14 - Surge 365

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Obrian Harrielal's CRS (Customer Relationship Summary).
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

February 12, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 923 Haddonfield Road, Cherry Hill, NJ 08035
RIA
CRD#: 329366
CHERRY HILL, NJ
Past

January 24, 2023 - January 22, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Cherry Hill, NJ
Past

June 1, 2009 - November 16, 2009

MORGAN STANLEY

RIA
CRD#: 149777
VOORHEES, NJ
Past

June 1, 2009 - November 16, 2009

MORGAN STANLEY

BD
CRD#: 149777
VOORHEES, NJ
Past

March 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
VOORHEES, NJ
Past

March 4, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
VOORHEES, NJ
Past

October 20, 2004 - January 23, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
HADDONFIELD, NJ
Past

October 20, 2004 - January 23, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
HADDONFIELD, NJ
Past

March 11, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
WILLIAMSTOWN, NJ
Past

March 8, 2004 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

April 4, 2002 - December 31, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
PLYMOUTH MEETING, PA
Past

March 11, 2002 - January 12, 2004

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 11, 2002 - January 12, 2004

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

September 21, 2001 - March 6, 2002

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

October 3, 2000 - June 12, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 3, 2000 - June 12, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 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
New Jersey
(2/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/10/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/17/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2000
General Securities Representative Examination

Current Firm

AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)
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Contact information

Main Address
2015 Grand Avenue Suite 100, Des Moines, IA 50312
Mailing Address
Phone number
(515) 207-3310
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 49,400,000

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

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366Cherry Hill, NJ 08035

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