Best Investors Account Sign in
Inactive

David Aaron Kressner

Altfest Personal Wealth Management

New York, NY

CRD 3218249

Claim This Profile
Employer firm

Altfest Personal Wealth Management CRD 110130

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Altfest Personal Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-06-04
CA RA APPROVED 2024-05-15
FL RA APPROVED 2024-05-02
NY RA APPROVED 2021-08-05
  • NJ RA
    APPROVED
    Since 2024-06-04
  • CA RA
    APPROVED
    Since 2024-05-15
  • FL RA
    APPROVED
    Since 2024-05-02
  • NY RA
    APPROVED
    Since 2021-08-05

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 08/2016 Present
Previous Registrations
  • 2015-11-11 → 2016-01-27
    Assetmark, Inc.
    State College, PA
    Concord, CA
  • 2006-09-18 → 2015-10-01
    Aris Wealth Services Inc
    State College, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-04
  • S63 Uniform Securities Agent State Law Examination
    1999-06-04
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor