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ES

Eric N. Schoonover

ALTITUDE CAPITAL MANAGEMENT
INDIO, CA
Some features on this profile are disabled
CRD#: 6693182
ES
Eric N SchoonoverALTITUDE CAPITAL MANAGEMENT

Professional summary

Eric N Schoonover, who also goes by Eric Schoonover, Eric Nathan Schoonover, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Indio, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Eric Schoonover | Eric Nathan Schoonover

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 Eric N Schoonover'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

June 24, 2026 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

RIA
CRD#: 329366
INDIO, CA
Past

June 11, 2025 - December 8, 2025

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Indio, CA
Past

September 30, 2024 - February 20, 2025

LIBERTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 286001
Palm Desert, CA
Past

April 22, 2022 - September 28, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
RANCHO MIRAGE, CA
Past

December 24, 2021 - September 28, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
RANCHO MIRAGE, CA
Past

October 30, 2018 - September 29, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
ORANGE, CA
Past

October 30, 2018 - September 29, 2021

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
ORANGE, CA
Past

January 22, 2018 - August 27, 2018

EDWARD JONES

RIA
CRD#: 250
Indio, CA
Past

November 1, 2017 - August 27, 2018

EDWARD JONES

BD
CRD#: 250
Indio, 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".
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
California
(6/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2017
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)

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#: 329366Indio, CA

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