Matthew Stuart Altman

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 02/2018
  Fidelity Brokerage Services Llc
  Towson, MD
• 02/2018 → 02/2020
  Charles Schwab & Co., Inc.
  Chapel Hill, NC
• 02/2018 → 02/2020
  Charles Schwab Bank
  Chapel Hill, NC
• 02/2020 → 03/2022
  Fidelity Brokerage Services Llc
  Raleigh, NC
• 03/2022 → 08/2022
  Copperleaf Capital, Llc
  Raleigh, NC
• 08/2022 → 10/2025
  Glassy Mountain Advisors
  Bethesda, MD
• 10/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-08-17 → 2025-10-10
  Glassy Mountain Advisors, Inc.
  Raleigh, NC
  Bethesda, MD
• 2022-03-14 → 2022-08-15
  Copperleaf Capital, Llc
  Clover, SC
• 2020-03-09 → 2022-03-09
  Fidelity Personal And Workplace Advisors
  Raleigh, NC
• 2018-03-09 → 2020-03-25
  Charles Schwab & Co., Inc.
  Raleigh, NC
  Chapel Hill, NC
  Charlotte, NC
• 2016-01-04 → 2018-03-04
  Strategic Advisers Llc
  Towson, MD

Exams

• S66 Uniform Combined State Law Examination
  2015-06-24

Designations

• Certified Financial Planner

Other Names

• Matt Altman
• Matthew Stuart Altman
• Matthew Altman