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GS

Gregory S. Shuman

ALTITUDE CAPITAL MANAGEMENT LLC
LAFAYETTE, LA
Some features on this profile are disabled
CRD#: 6797412
GS

Professional summary

Gregory Scott Shuman, who also goes by Greg S. Shuman, Greg Scott Shuman, Greg Shuman, Gregory S. Shuman, Gregory Shuman, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Lafayette, Louisiana.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gregory has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg S. Shuman | Greg Scott Shuman | Greg Shuman | Gregory S. Shuman | Gregory Shuman

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.
Independent Insurance Brokering; 05/01/2012; Medicare Supplement, Health; Retail; 315 S College Rd, Suite 239, Lafayette, LA, 70503; Not Investment-Related; 05/01/2012; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Shuman'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

September 30, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

RIA
CRD#: 329366
LAFAYETTE, LA
Past

July 12, 2024 - September 3, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Lafayette, LA
Past

July 12, 2024 - September 3, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Lafayette, LA
Past

October 6, 2023 - July 22, 2024

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
LAFAYETTE, LA
Past

October 6, 2023 - July 22, 2024

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
LAFAYETTE, LA
Past

May 9, 2023 - October 3, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LAFAYETTE, LA
Past

May 9, 2023 - October 3, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
LAFAYETTE, LA
Past

November 23, 2021 - May 23, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Lafayette, LA
Past

November 10, 2021 - May 23, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Lafayette, LA
Past

August 16, 2021 - November 1, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Lafayette, LA
Past

April 15, 2021 - July 23, 2021

KINETIC INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 283034
LOS ANGELES, CA
Past

October 19, 2020 - April 16, 2021

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Jennings, LA
Past

October 17, 2019 - October 16, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Jennings, LA
Past

January 8, 2018 - April 15, 2019

SEQUENT PLANNING, LLC

RIA
CRD#: 160381
Mermentau, LA
Past

May 24, 2017 - August 3, 2017

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MERMENTAU, LA

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
Louisiana
(9/30/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/2/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/4/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/23/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/26/2021
Securities Industry Essentials 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 329366Lafayette, LA

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