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Jeffrey Altomari

Wells Fargo Advisors
35 Years of Experience
New Paltz, NY
1 DisclosureBroker
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Jeffrey Altomari is a registered investment advisor at Wells Fargo Advisors, based in New Paltz, NY, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

199 Main Street, [Satellite], New Paltz, NY, 12561

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History

Regulatory History (1)
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Customer Dispute
October 2005
Denied
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Other Business Activities

Jeffrey is a co-trustee for multiple 401k plans related to Hudson Valley Financial Group and HVF Group, LLC, dedicating full-time hours to these roles. He also holds power of attorney for his mother, spending about 10-20% of his time on this.

Employment History
Current Registrations
Wells Fargo Advisors
May 2013 - Present · 13 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - Present · 13 yrs
Previous Registrations
Morgan Stanley
June 2010 - June 2013 · 3 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.Broker
September 2003 - June 2009 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
February 1992 - October 2003 · 11 yrs 8 mos
South Richmond Securities, INC.Broker
July 1991 - January 1992 · 6 mos
First Investors CorporationBroker
June 1990 - June 1991 · 1 yr
State Registrations16 states
AZCACTDEFLGAMAMDMENCNJNYORPASCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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