Matthew C. Altro

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CRD#: 5781067

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.

Matthew Chad Altro, CFP® was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2012. Matthew had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

Matt Altro is President and Chief Executive Officer of MCA Cross Border Advisors Inc. and MCA Cross Border Capital, Inc., both registered investment advisors in Montreal, Canada.

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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Past

January 19, 2024 - November 5, 2025

MCA CROSS BORDER CAPITAL INC.

RIA

CRD#: 327516

MONTRÉAL,

Past

October 1, 2013 - November 5, 2025

MCA CROSS BORDER ADVISORS INC.

RIA

CRD#: 168125

MONTREAL,

Past

July 23, 2012 - June 13, 2013

CROSS BORDER PLANNING PARTNERS, LLC

RIA

CRD#: 153293

PHOENIX, AZ

Past

July 3, 2012 - September 24, 2013

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

MONTREAL,

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".

MCA CROSS BORDER CAPITAL INC.

CRD#: 327516 / SEC#: 801-129230

RIA

Registered Investment Advisory firm - (1/4/2024 Approved)

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.

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: 1/23/2012

Uniform Investment Adviser Law Examination

Current Firm

MCA CROSS BORDER CAPITAL INC.

CRD#: 327516 / SEC#: 801-129230

RIA

Registered Investment Advisory firm - (1/4/2024 Approved)

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Contact information

Main Address

625 Av. Du Président-kennedy Suite 903, Montréal, H3A 1K2

Mailing Address

Phone number

+1 (877) 839-7111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCA CROSS BORDER CAPITAL FORM ADV PART 2A BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 23,792,179

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.

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Matthew C. Altro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MCA CROSS BORDER CAPITAL INC.

MCA CROSS BORDER ADVISORS INC.

CROSS BORDER PLANNING PARTNERS, LLC

KEATS, CONNELLY & ASSOCIATES, INC

Primary Firm SEC Registration

MCA CROSS BORDER CAPITAL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2012

Current Firm

MCA CROSS BORDER CAPITAL INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCA CROSS BORDER CAPITAL INC.

TRUST BUT VERIFY

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