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Altfest Personal Wealth Management CRD 110130
$1.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
445 Park Avenue 6Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-11 |
| CT | RA | APPROVED | 2024-05-16 |
| NY | RA | APPROVED | 2022-04-20 |
Branch Locations
445 Park Avenue 6Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Shelton | CT | 03/2018 | 04/2022 |
| The Prudential Insurance Company Of America | Shelton | CT | 03/2018 | 04/2022 |
| Unemployed | Norwalk | CT | 02/2016 | 03/2018 |
| Altfest Personal Wealth Management | New York | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-21 |
| S66 | Uniform Combined State Law Examination | 2006-11-19 |
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