Colin Monteith
Investment adviser representative at Altruist Advisors LLC
14 yearsExperience
1 stateRegistered in
$190MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Altruist Advisors LLCAug 2026 to now
- Altruist Advisors LLC d/b/a Eagle Nest WealthAug 2026 to now
- Ameriprise Financial Services, LLCSep 2025 to Jul 2026
- Morgan StanleyAug 2022 to Sep 2025
- Evergreen Growth PartnersApr 2022 to Jul 2022
- Vertique Property GroupJun 2019 to Jan 2022
- Texas Christian UniversityJan 2019 to Aug 2022
- Southern Methodist UniversityAug 2018 to Dec 2018
- The Kinkaid SchoolJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Altruist Advisors LLC
$190MAssets managed
244Clients
6Advisers
Under 1 yearIn 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
- 7596186
- Firm CRD
- 340784