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Constance N. Craig-mason

ALTITUDE CAPITAL MANAGEMENT
YORK, PA 17402
CRD#: 5686460
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Constance Nathelma Craig-masonALTITUDE CAPITAL MANAGEMENT

Professional summary

Constance Nathelma Craig-mason, who also goes by Constance Nathelma Craig, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in York, Pennsylvania.

Constance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Constance has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Constance Nathelma Craig

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 Constance Nathelma Craig-mason'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

January 18, 2024 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 92 Theater Lane, York, PA 17402
RIA
CRD#: 329366
YORK, PA
Past

September 8, 2023 - January 8, 2024

FORTHRIGHT CAPITAL ADVISORY

RIA
CRD#: 323596
York, PA
Past

September 8, 2022 - August 15, 2023

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
York, PA
Past

August 12, 2021 - November 1, 2021

TURNING POINT FINANCIAL

RIA
CRD#: 301282
FREDERICK, MD
Past

April 20, 2010 - May 16, 2012

PFS INVESTMENTS INC.

BD
CRD#: 10111
RANDALLSTOWN, MD

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
Pennsylvania
(1/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/27/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/2010
Investment Company Products/Variable Contracts 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)

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#: 329366York, PA 17402

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