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Shon Patrick Norris

Altamont Capital Management

Asheville, NC

CRD 5865516

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Employer firm

Altamont Capital Management CRD 118979

$412M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Altamont Capital Management

100 Coxe Avenue, Asheville, NC 28801 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-09
  • NC RA
    APPROVED
    Since 2024-01-09

Branch Locations

100 Coxe Avenue, Asheville, NC 28801 • 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
Gould Killian Cpa Group, Pa Asheville NC 06/2000 Present
Altamont Capital Management, Llc Asheville NC 11/2010 Present
  • 06/2000 → Present
    Gould Killian Cpa Group, Pa
    Asheville, NC
  • 11/2010 → Present
    Altamont Capital Management, Llc
    Asheville, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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