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Inactive

Filip Ross Wolfe

Altfest Personal Wealth Management

New York, NY

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Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-25
CA RA APPROVED 2024-05-17
SC RA APPROVED 2024-05-17
FL RA APPROVED 2024-05-03
NY RA APPROVED 2021-07-18
NJ RA APPROVED 2007-10-23
  • CT RA
    APPROVED
    Since 2024-07-25
  • CA RA
    APPROVED
    Since 2024-05-17
  • SC RA
    APPROVED
    Since 2024-05-17
  • FL RA
    APPROVED
    Since 2024-05-03
  • NY RA
    APPROVED
    Since 2021-07-18
  • NJ RA
    APPROVED
    Since 2007-10-23

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altfest L J & Co Inc New York NY 06/2005 Present
  • 06/2005 → Present
    Altfest L J & Co Inc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-22
  • S65 Uniform Investment Adviser Law Examination
    2007-10-22
Designations

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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