David Fershteyn

ALTERA PRIVATE ACCESS

Atlanta, GA 30328

Some features on this profile are disabled

CRD#: 6667904

Professional summary

David Fershteyn is a registered financial advisor currently at ALTERA PRIVATE ACCESS, LLC located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Altera Advisors, LLC; investment related;10 Glen Lake Pkwy., Ste, 1020 Atlanta, GA 30328; RIA; CEO & Managing Partner; Start date: 06/01/2020; Approx. 160 hours/month devoted; number of hours devoted during securities trading hours is not applicable; duties: advising clients, helping with portfolio allocation plans, helping the investments team.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Fershteyn'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

February 22, 2022 - Present

ALTERA PRIVATE ACCESS, LLC

Office #1: 10 Glenlake Parkway North Tower, Suite 1070, Atlanta, GA 30328

RIA

CRD#: 287467

Atlanta, GA

Past

February 1, 2021 - June 8, 2022

ALTERA ADVISORS, LLC

RIA

CRD#: 308222

ATLANTA, GA

Past

August 7, 2017 - November 6, 2017

BARCLAYS CAPITAL INC.

CRD#: 19714

MENLO PARK, CA

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".

ALTERA PRIVATE ACCESS, LLC

ALTERA PRIVATE ACCESS, LLC | REINER MOSS PRIVATE ACCESS, LLC

CRD#: 287467 / SEC#: 801-110427

RIA

Registered Investment Advisory firm - (4/21/2017 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

Georgia
(2/22/2022)

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: 1/21/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 8/7/2017

Investment Banking Registered Representative Examination

Current Firm

ALTERA PRIVATE ACCESS, LLC

ALTERA PRIVATE ACCESS, LLC | REINER MOSS PRIVATE ACCESS, LLC

CRD#: 287467 / SEC#: 801-110427

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10 Glenlake Parkway North Tower, Suite 1070, Atlanta, GA 30328

Mailing Address

Phone number

(404) 537-2759

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ALTERA PRIVATE ACCESS PART 2A (7/29/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 479,134,594

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David Fershteyn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Fershteyn's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERA ADVISORS, LLC

BARCLAYS CAPITAL INC.

Primary Firm SEC Registration

ALTERA PRIVATE ACCESS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2021

Series 63

Date: 8/10/2017

SIE

Date: 11/6/2017

Series 79

Date: 8/7/2017

Current Firm

ALTERA PRIVATE ACCESS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTERA PRIVATE ACCESS, LLC

TRUST BUT VERIFY

Similar Advisors