MA
MA

Mark Altemus

33 Years of Experience
Baltimore, MD
Broker

Mark Altemus is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

1201 Wills Street, Suite 700, Baltimore, MD, 21231

Get directions

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.

Learn about disclosures →
Other Business Activities

Mark owns residential real estate rental property since 2013. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
October 1995 - February 2006 · 10 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1993 - February 2006 · 13 yrs 1 mo
State Registrations37 states
ALAZCACOCTDCDEFLGAHIIDILKSLAMAMDMIMNMONCNHNJNMNVNYOHORPASCTNTXUTVAWAWIWVWY
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.
Mark Altemus - Financial Advisor | TrueAdvisor