Paul M Brissenden
Investment adviser representative at Alta Wealth Advisors LLC
14 yearsExperience
1 stateRegistered in
$664.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Alta Wealth Advisors LLCMar 2018 to now
- LPL Financial, LLCDec 2016 to now
- Pinnacle Private Wealth, LLCDec 2016 to Apr 2018
- Santander Securities LLCSep 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
8 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
- 5416621
- Firm CRD
- 293675