Unclaimed Profile

Matthew Chad Altro

CROSS BORDER PLANNING PARTNERS, LLC·PHOENIX, Arizona

Series 65Clean record14 years registeredCROSS BORDER PLANNING PARTNERS, LLC

3336 NORTH 32ND STREET, PHOENIX, AZ 85018-6241CRD# 5781067Firm CRD# 153293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Chad Altro · PHOENIX, AZ

Registration

CRD #5781067 · CROSS BORDER PLANNING PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROSS BORDER PLANNING PARTNERS, LLC

MCA CROSS BORDER CAPITAL INC.

Jan 2024 – Nov 2025

MONTRÉAL

MCA CROSS BORDER ADVISORS INC.

Oct 2013 – Nov 2025

MONTREAL

CROSS BORDER PLANNING PARTNERS, LLC

Jul 2012 – Jun 2013

PHOENIX, AZ

KEATSCONNELLY

Jul 2012 – Sep 2013

MONTREAL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROSS BORDER PLANNING PARTNERS, LLC

CRD 153293 · SEC 801-71407

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by CROSS BORDER PLANNING PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CROSS BORDER PLANNING PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Chad Altro offer?

Matthew Chad Altro specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Chad Altro's credentials?

Matthew Chad Altro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Chad Altro located?

Matthew Chad Altro is based in PHOENIX, Arizona, last registered with CROSS BORDER PLANNING PARTNERS, LLC.

How does Matthew Chad Altro charge for services?

Matthew Chad Altro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSS BORDER PLANNING PARTNERS, LLC?

CROSS BORDER PLANNING PARTNERS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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