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Current Employers
Altfest Personal Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-10
  • NY RA
    APPROVED
    Since 2025-09-10

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 Personal Wealth Management New York NY 01/2025 Present
Slp Wealth Durham NC 06/2024 12/2024
Student Loan Planner Durham NC 09/2023 12/2024
Boston University Boston MA 02/2024 07/2024
Avenues The World School New York NY 09/2015 10/2024
  • 01/2025 → Present
    New York, NY
  • 06/2024 → 12/2024
    Slp Wealth
    Durham, NC
  • 09/2023 → 12/2024
    Student Loan Planner
    Durham, NC
  • 02/2024 → 07/2024
    Boston University
    Boston, MA
  • 09/2015 → 10/2024
    Avenues The World School
    New York, NY
Designations

View on SEC IAPD

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