CA
Chandler T. Altman
TRUIST ADVISORY SERVICES
ORLANDO, FL 32801
Some features on this profile are disabled
CRD#: 6823927
CA
Professional summary
Chandler Todd Altman, who also goes by Chandler T Altman, Chandler Todd Altman II, Chandler Altman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Lake Mary, Florida.
Chandler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Chandler has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chandler T Altman | Chandler Todd Altman Ii | Chandler Altman
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.
Entity Name: Chandler Altman Investment related: No Address: 101 Lake Ave #1810, Orlando, FL, 32801 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 11/17/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: DJ/Producer - Electronic Music Entity Name: Assorted Sounds Investment related: No Address: 101 Lake Ave #1810, Orlando, FL, 32801 Nature of the other business: Entertainment Position/Title/Relationship: Owner/Partner Start Date: 01/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent Electronic Music Record Label Owner THE RENAISSANCE THEATRE POSITION: Employee NATURE: Theatre company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/22/2025 ADDRESS: Orlando FL, United States DESCRIPTION: Lighting / Sound ZYMARIUM POSITION: Tasting Room Staff NATURE: Beer & Wine tasting room. Upscale, low foot traffic. Owned by a close friend of mine who needs ultra part time assistance occasional evenings. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2025 ADDRESS: Orlando FL, United States DESCRIPTION: Assist with cleaning, maintenance, and serving.
CRS (Client Relationship Summary) - RIA
Click below to view Chandler Todd Altman'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®
NoneExperience
Current
December 17, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 333 S Garland Avenue, Orlando, FL 32801RIA
CRD#: 283390
ORLANDO, FL
Current
December 5, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4240 W Lake Mary Blvd, Lake Mary, FL 32746BD
CRD#: 17499
Lake Mary, FL
Past
December 8, 2021 - November 30, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
ORLANDO, FL
Past
December 8, 2021 - November 30, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ORLANDO, FL
Past
September 22, 2017 - December 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ORLANDO, FL
Past
July 27, 2017 - December 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ORLANDO, FL
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(12/6/2024)
IAR
Florida(12/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
