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Altman Investment Management LLC
SEC-regulated
Registered investment advisor
Altman Investment Management LLC, led by Peter J. Altman, has been in operation since 2001, with Peter serving as President and Chief Investment Officer. His educational background includes a BA in History/Political Science from Hobart College and qualifications such as NASAA Series 63 and Series 65. Peter's professional experience spans from Merrill Lynch Asset Management to Morgan Stanley & Co. Inc. There are no legal or disciplinary issues relevant to clients. Peter is solely focused on Altman Investment Management LLC and does not engage in any other investment-related activities. Clients can expect direct supervision from Peter as the sole owner of the firm. Altman Investment Management LLC does not have state registration. Clients can reach out to Peter J. Altman for any inquiries.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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