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MG

Matthew A. Glass

ALTITUDE CAPITAL MANAGEMENT LLC
GREENVILLE, SC 29607
Some features on this profile are disabled
CRD#: 7789549
MG

Professional summary


Matthew Austin Glass, who also goes by Matthew Glass, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Greenville, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matthew Glass

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.
Hopper Transportation, non investment, 15 briarhill dr simpsonville SC 29680, trucking/logistics, handle the accounting and over see financials, 50% owner, 8/25/2022, 3-5 hours per month, 1-3 hours. My partner runs all the dispatch and day to day, I keep track of P&L and handle payroll to our truck drivers. K&S Media, non investment, 15 briarhill dr simpsonville SC 29680, I wrote and published a book "eternal economics" and make sales of book, start 3/1/21, 0 hours per month, profit from boom sales is paid to me by Amazon

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Austin Glass'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

January 2, 2025 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 128 Millport Circle Suite 200, Greenville, SC 29607
RIA
CRD#: 329366
GREENVILLE, SC
Past

August 2, 2023 - January 2, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Greenville, SC

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
South Carolina
(1/2/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/2023
Uniform Investment Adviser Law 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)


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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#: 329366Greenville, SC 29607

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