David Fershteyn
Investment adviser representative at Altera Private Access, LLC
13 yearsExperience
1 stateRegistered in
$562.4MFirm assets
9 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.
Fixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Altera Private Access, LLCJan 2022 to now
- Altera InvestmentsJan 2018 to now
- Atticus Franchise GroupOct 2017 to Dec 2017
- Barclays Capital Inc.Jun 2017 to Oct 2017
- University of GeorgiaAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
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
- 6667904
- Firm CRD
- 287467