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Regina Cornelio

Investment adviser representative at Altitude Capital Management LLC
10 yearsExperience
1 stateRegistered in
$103.6MFirm assets
2 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

Experience

10 years in the industry.

  1. Altitude Capital Management LLCSep 2024 to now
  2. Whitney & AssociatesMay 2024 to Sep 2024
  3. Forthright Capital PartnersOct 2020 to May 2024
  4. Appreciation FinancialJun 2017 to Oct 2020
  5. QsacJun 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Altitude Capital Management LLC

$103.6MAssets managed
488Clients
34Advisers
2 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
7996440
Firm CRD
329366
Advisor's SEC record (opens in a new tab)
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