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Chris John Dardaman

Investment adviser representative at Altera Private Access, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$562.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Altera Private Access, LLCJan 2022 to now
  2. Altera InvestmentsJan 2022 to now
  3. Self EmployedJan 2017 to now
  4. Altera Advisors, LLCJul 2021 to Jan 2022
  5. Heritage Growth PartnersJan 2017 to Jul 2021
  6. Brightworth, LLCJan 2006 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1993

State registrations

Registered as an investment adviser representative in 1 state (GA).

Altera Private Access, LLC

$562.4MAssets managed
52Clients
2Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2212568
Firm CRD
287467
Advisor's SEC record (opens in a new tab)
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