Best Investors Account Sign in

Michael John Harrington

Altus Wealth Group, LLC

Palm Desert, CA

Colorado Springs, CO

CRD 3162983

Claim This Profile
Employer firm

Altus Wealth Group, LLC CRD 287848

$620M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Altus Wealth Group, Llc

423 South Cascade Avenue, Colorado Springs, CO 80903 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-08-23
CA RA APPROVED 2017-08-22
  • CO RA
    APPROVED
    Since 2017-08-23
  • CA RA
    APPROVED
    Since 2017-08-22

Branch Locations

Palm Desert, CA • United States

423 South Cascade Avenue, Colorado Springs, CO 80903 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Colorado Springs CO 10/1998 08/2017
Purshe Kaplan Sterling Investments Albany NY 08/2017 Present
Altus Wealth Group Colorado Springs CO 08/2017 Present
  • 10/1998 → 08/2017
    Morgan Stanley Smith Barney
    Colorado Springs, CO
  • 08/2017 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2017 → Present
    Altus Wealth Group
    Colorado Springs, CO
Previous Registrations
  • 2009-06-01 → 2017-08-21
    Colorado Springs, CO
    Palm Desert, CA
    Palm Desert, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Colorado Springs, CO
  • 1999-11-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    Colo.SPrings, CO
    Colorado Springs, CO
Other Businesses

1) ALTUS WEALTH GROUP. INVESTMENT RELATED. SEE REGISTERED BRANCH OFFICE LOCATION. RIA. FINANCIAL ADVISOR. 08/18/2017. 160 HOURS/MONTH, 6 DURING TRADING. MANAGING CLIENT ASSETS. 2) Insurance. Not Investment Related. At registered branch location. Insurance. Agent. Start 1/1/2023. 1 hour per month during trading. I sell term insurance and annuities from time to time like most FA's. 3) MH Wealth Management. Investment Related. At registered branch location. Financial Advisor. Owner. 1 hour per month during trading. I help people reach their financial goals. RIA fees are run through the RIA and then paid out to MHWM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-15
S63 Uniform Securities Agent State Law Examination 1999-01-07
  • S65 Uniform Investment Adviser Law Examination
    1999-01-15
  • S63 Uniform Securities Agent State Law Examination
    1999-01-07

View on SEC IAPD

More in Palm Desert, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor