CM
Colin Monteith
ALTRUIST ADVISORS
Houston, TX
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CRD#: 7596186
CM
Colin MonteithALTRUIST ADVISORS
Professional summary
Colin Monteith, who also goes by Colin P Monteith, is a registered financial advisor currently at ALTRUIST ADVISORS LLC located in Houston, Texas.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Colin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Colin P Monteith
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.
Name of the other business: CM Land Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Part-owner of this LLC, which is how we own other pieces of farm land at our family ranch. Your position/title: Part Owner Start date of your relationship: Dec. 17, 2018 Hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: A part-owner of the LLC is to maintain pieces of land on the family ranch. Name of the other business: Eagle Nest Holdings, LP Investment-related: No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Business entity that owns ranch land and organizes business through. Position/title: Passive Owner Start date of your relationship: Jan 1, 2010 Number of hours/month: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Name of the other business: CPMFS LLC Investment-related: No Address of the other business: Houston, TX Nature of the other business: Manage advisory business and track expenses. Position/title: Owner Start date of your relationship: Oct. 1, 2025 Number of hours/month: 5 - 10 hours Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: An LLC used to track his expenses. Name of the other business: Monteith Ranch Holdings LLC Investment-related; No Address of the other business: 13423 Crows Ranch Rd, Salado, TX, 76571 Nature of the other business: Serve as CFO of my family's cattle and hunting ranch in Salado, TX. Your position/title: Part Owner and CFO Start date of your relationship: Oct. 1, 2025 Hours/month you devote to the other business: 5-10 Number of hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: Provide oversight of bookkeeping and payroll, and take part in our occasional meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Monteith'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
August 27, 2026 - Present
ALTRUIST ADVISORS LLC
RIA
CRD#: 340784
Houston, TX
Past
September 18, 2025 - August 5, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Houston, TX
Past
September 18, 2025 - August 5, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Houston, TX
Past
May 11, 2023 - September 8, 2025
MORGAN STANLEY
RIA
CRD#: 149777
Houston, TX
Past
February 27, 2023 - September 8, 2025
MORGAN STANLEY
BD
CRD#: 149777
Houston, TX
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
Texas(8/27/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AA
ALTRUIST ADVISORS LLC
ALTRUIST ADVISORS LLC
CRD#: 340784 / SEC#: 801-136088
RIA
Registered Investment Advisory firm - (5/26/2026 120-Day Approval)Loading...
Contact information
Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
Phone number
(202) 494-0435
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (1 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
