Best Investors
Account
Sign in
Best Investors
Account
Sign in
Altruistic Advisor LLC CRD 329799
$5.99M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
East Fallowfield, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 01/2014 | 09/2018 |
| Mercer Global Advisors Inc. | Radnor | PA | 09/2015 | 07/2018 |
| Paul Kobilka Properties | Coatesville | PA | 01/1998 | Present |
| Brookstone Wealth Advisors, Llc | East Fallowfield | PA | 02/2019 | 04/2024 |
| Unemployed | East Fallowfield | PA | 08/2018 | 01/2019 |
| Altruistic Advisor Llc | Fallowfield | PA | 04/2024 | Present |
PAUL KOBILKA RENTAL PROPERTIES; NON INVESTMENT RELATED; 235 FALON LANE, EAST FALLOWFIELD, PA 19320; RENTAL PROPERTIES; OWNER; STARTED 01/1998; APPROXIMATELY 10 HOURS/MONTH DEVOTED TO THE OTHER BUSINESS; 0HOURS /MONTH DEVOTED DURING SECURITIES TRADING HOURS; LEASING OF RENTAL PROPERTIES AND GENERAL MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-07 |
Reach out to this advisor