David Fershteyn

Altera Private Access, LLC

5 Years of Experience

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Areas of Practice

Investment ManagementAlternative Investments

Altera Private Access, LLC

Compensation

Fixed/Hourly

Firm Size

2 advisors

Number of Clients

49 clients

Average Client Portfolio

$8.4M average

Assets Under Management

$411.8M

Location

10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA, 30328

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Altera Private Access, LLC

February 2022 - Present · 4 yrs

Previous Registrations

Altera Advisors, LLC

February 2021 - June 2022 · 1 yr 4 mos

Barclays Capital INC.Broker

August 2017 - November 2017 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.