AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

David Fershteyn

ALTERA PRIVATE ACCESS, LLC·ATLANTA, Georgia
SIE, Series 63, Series 65, Series 79Clean record5 years registeredALTERA PRIVATE ACCESS, LLC
10 GLENLAKE PARKWAY, ATLANTA, GA 30328CRD# 6667904Firm CRD# 287467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Fershteyn · ATLANTA, GA
Registration
CRD #6667904 · ALTERA PRIVATE ACCESS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ALTERA PRIVATE ACCESS, LLC
Feb 2022 – present
ALTERA ADVISORS, LLC
Feb 2021 – Jun 2022
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 65
Series 79
Registration record
First registered · February 1, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALTERA PRIVATE ACCESS, LLC
CRD 287467 · SEC 801-110427
AUM
$387M
Regulatory assets under management
Employees
14
51 client accounts
Services offered by ALTERA PRIVATE ACCESS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ALTERA PRIVATE ACCESS, LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Fershteyn offer?
David Fershteyn specializes in Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are David Fershteyn's credentials?
David Fershteyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fershteyn located?
David Fershteyn is based in ATLANTA, Georgia, working with ALTERA PRIVATE ACCESS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does David Fershteyn charge for services?
David Fershteyn's firm is compensated through subscription fees, performance-based fees, other: percentage of capital invested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTERA PRIVATE ACCESS, LLC?
ALTERA PRIVATE ACCESS, LLC has approximately 14 employees and manages $387M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALTERA PRIVATE ACCESS, LLC

Carlos Alcala
ATLANTA, GA

More Advisors in ATLANTA, Georgia

Leslie Walden Uddin
AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, GA
Charles Michael Phillips
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Helen Howard Prater
FSC SECURITIES CORPORATION·ATLANTA, GA
Lee Antony Jerrum
SAGE CAPITAL HOLDINGS, LLC·ATLANTA, GA
Matthew Adam Schlueter
OSAIC ADVISORY SERVICES, LLC·ATLANTA, GA
Adam Brett Simon
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)NORCROSS (17)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideCOLUMBUS Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile