CD
CFP
CD
CFP

Chris Dardaman

23 Years of Experience
Atlanta, GA

Chris Dardaman is a CFP-designated registered investment advisor at Altera Private Access, LLC, based in Atlanta, GA, with 23 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 48 clients with $480M in assets under management.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$479.1M

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

3550 Peachtree Rd Ne, Suite 260, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Chris is the co-founder, CFO, and director of AngioCloud, LLC, a healthcare IT business, dedicating a few hours per week. He is also one of the LLC managers and a partner in Sunrise Clean Care & Water Restoration, LLC, a residential and commercial flooring cleaning business, spending minimal time on this.

Employment History
Current Registrations
Altera Private Access, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Altera Advisors, LLC
October 2021 - January 2022 · 3 mos
Brightworth, LLC
January 1998 - December 2016 · 18 yrs 11 mos
State Registrations1 state
GA
Advisor

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.