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MC

Mark F. Collier

ALTITUDE CAPITAL MANAGEMENT LLC
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 7735810
MC

Professional summary


Mark Frederick Collier, who also goes by Mark F Collier, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Lake Mary, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mark has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark F Collier

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 Mark Frederick Collier'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

May 27, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 801 International Parkway Suite 500, Lake Mary, FL 32746
RIA
CRD#: 329366
LAKE MARY, FL
Past

November 18, 2024 - March 3, 2025

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
ORLANDO, FL
Past

November 14, 2024 - March 3, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
ORLANDO, FL
Past

March 29, 2024 - November 12, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
ORLANDO, FL
Past

December 21, 2023 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ORLANDO, FL
Past

October 25, 2023 - November 1, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
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".
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
Florida
(5/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/25/2023
General Securities Representative Examination
General Industry/Product Exam

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#: 329366Lake Mary, FL 32746

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