Home
›
Firms
›
ALTIUM INVESTMENT STRATEGIES LLC
ALTIUM INVESTMENT STRATEGIES LLC
WESLEY CHAPEL, Florida
·
4 registered advisors
·
CRD# 333950
SEC# 801-131829
0
813-215-7783
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Wealth Management
Fee-Only Advisory
04
Advisors at ALTIUM INVESTMENT STRATEGIES LLC
4 registered advisors
Edwin Duane Mercer
WESLEY CHAPEL, Florida
CRD# 5878872
Konstantinos Gotsis
WESLEY CHAPEL, Florida
CRD# 2684958
Paul James O'grady
WESLEY CHAPEL, Florida
CRD# 5759038
Robert Vincenzo Leone
WESLEY CHAPEL, Florida
CRD# 2530906
05
Office Locations
WESLEY CHAPEL, Florida
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ALTIUM INVESTMENT STRATEGIES LLC (CRD# 333950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.