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Otto Glatt

26 Years of Experience
Richmond, VA

Otto Glatt is a registered investment advisor at Richmond Capital Management INC, based in Richmond, VA, with 26 years of industry experience. Otto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 175 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$2M
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

1509A Belleville Street, Richmond, VA, 23230

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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.

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Employment History
Current Registrations
Richmond Capital Management INC
April 2019 - Present · 7 yrs
Previous Registrations
Thompson Davis & CO., INC.Broker
January 2017 - April 2018 · 1 yr 3 mos
Bb&t Securities, LLCBroker
September 2015 - October 2016 · 1 yr 1 mo
Wunderlich Securities, INC.Broker
April 2014 - July 2015 · 1 yr 3 mos
Dominick & Dominick LLCBroker
August 2009 - April 2014 · 4 yrs 8 mos
Thinkequity LLCBroker
December 2008 - July 2009 · 7 mos
Thinkequity Partners LLCBroker
April 2006 - November 2007 · 1 yr 7 mos
Dominick & Dominick LLCBroker
September 2005 - April 2006 · 7 mos
Fimat USA, LLCBroker
December 2004 - September 2005 · 9 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1998 - November 2004 · 6 yrs 9 mos
Smith Barney INC.Broker
May 1996 - December 1997 · 1 yr 7 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.
Otto Glatt - Financial Advisor | TrueAdvisor