Stephen Robert Altman

Current Employers

Employment History

• 09/2012 → 11/2023
  Purshe Kaplan Sterling Ivnestments, Inc.
  Albany, NY
• 08/2012 → Present
  True Private Wealth Advisors, Llc
  Salem, OR

Previous Registrations

• 1999-05-25 → 2012-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salem, OR

Other Businesses

1) PINNACLE INSURANCE & FINANCIAL SERVICES. Not Investment Related. 7791 Belfort Pkwy, Jacksonville FL 32256. Fixed Insurance. Agent. Start 2014. 2 hours per month during trading. 2) 1781 LIBERTY, LLC. Investment Related. 1781 Liberty Street SE, Salem OR 97302. Ownership of 2-story office building. Leasing of office building. One of four members of LLC that owns building. Start 1/8/2021. 2 hours per month/1 hour during trading devoted to building related issues, with some months higher. Our firm will be located in the building. 3) SALEM HEALTH FOUNDATION. Not Investment Related. 890 Oak Street SE, Salem OR 97301. Heath Care. Board Member. Start 5/2020. 2 hours per month not during trading. Sit on board that funds health care activities in the community that gives Salem Hospital exposure-outreach. 4) FAMILY BUILDING BLOCKS. Not Investment Related. 2425 Lancaster Drive NE, Salem OR 97301. Non Profit. Board Member. Start 11/2020. 4 hours per month, 2 during trading. Board member active in fundraising for the non profit. 5) TRYSTING TREE FOUNDATION. Not Investment Related. 34028 NE Electric Rd, Corvallis, OR 97333. Golf Course. Board Member. Start 10/2021. 2 hours per month not during trading. Sit on board that makes decisions on operations at Golf Course. Proceeds from course go to Oregon State Foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-11-15

Other Names

• Steven R Altman
• Steve Robert Altman