Niles M. Brancati

ALTAMONT ADVISORS LLC

Greenville, SC

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CRD#: 4371663

Professional summary

Niles Michael Brancati, who also goes by Niles M. Brancati, is a registered financial advisor currently at ALTAMONT ADVISORS LLC located in Greenville, South Carolina.

Niles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Niles has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Niles M. Brancati

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 Niles Michael Brancati'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

August 25, 2014 - Present

ALTAMONT ADVISORS LLC

RIA

CRD#: 172417

Greenville, SC

Past

June 9, 2014 - September 4, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREENVILLE, SC

Past

June 4, 2014 - September 4, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

Greenville, SC

Past

November 5, 2009 - July 15, 2014

DALTON STRATEGIC INVESTMENT SERVICES INC.

RIA

CRD#: 23485

GREENVILLE, SC

Past

March 29, 2007 - July 15, 2014

DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485

GREENVILLE, SC

Past

January 4, 2006 - March 14, 2007

DALTON STRATEGIC INVESTMENT SERVICES INC.

CRD#: 23485

COLUMBIA, SC

Past

June 1, 2005 - January 19, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

January 23, 2004 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

March 11, 2003 - January 7, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 11, 2003 - January 7, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

May 16, 2001 - March 17, 2003

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

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

South Carolina
(8/25/2014)

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

IAR

Series 65

Date: 3/4/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/15/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALTAMONT ADVISORS LLC

ALTAMONT ADVISORS LLC | NBRANCATI FINANCIAL, LLC | NBRANCATI FINANCIAL

CRD#: 172417 / SEC#:

South Carolina

Registered Investment Advisory firm - (8/25/2014 Approved)

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Contact information

Main Address

Greenville, SC

Mailing Address

P.o. Box 11, Travelers Rest, SC 29690

Phone number

(803) 447-3999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 34,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Niles M. Brancati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Niles Michael Brancati's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

DALTON STRATEGIC INVESTMENT SERVICES INC.

DALTON STRATEGIC INVESTMENT SERVICES INC.

DALTON STRATEGIC INVESTMENT SERVICES INC.

EQUITABLE ADVISORS, LLC

MONY SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

CAPITAL BROKERAGE CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2009

Series 63

Date: 5/15/2001

Series 6

Date: 5/15/2001

Current Firm

ALTAMONT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTAMONT ADVISORS LLC

TRUST BUT VERIFY

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