Charles Greth has been an investment adviser representative at Altitude Capital Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Altitude Capital Management LLC is a Des Moines, IA firm with $104M under management, 488 clients and 26 advisers across 28 offices, as of its October 2026 filing.
Charles Greth’s longest registration was 4 years at Cuso Financial Services, L.P. (2015–2020). Before joining Altitude Capital Management in 2024, Charles Greth was registered through Equitable Advisors, LLC and Cetera Investment Advisers LLC.
- – present · 1 yearTacoma, WA · Adviser representative · Firm CRD 329366
- Equitable Advisors, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 6627
- Cetera Investment Advisers LLC– · 1 yearRenton, WA · Adviser representative · Firm CRD 105644
- Cuso Financial Services, L.P.– · 4 yearsShelton, WA · Adviser representative · Firm CRD 42132
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearHenderson, NV · Adviser representative · Firm CRD 7691
- Legend Advisory Corp– · 1 yearLas Vegas, NV · Adviser representative · Firm CRD 104761
- Valic Financial Advisors, Inc.– · 3 yearsLas Vegas, NV · Adviser representative · Firm CRD 42803
Investment adviser representative registrations
Charles Greth is registered as an investment adviser representative in Washington, since October 2024.
- WashingtonSince 24 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 March 2010 |
| Series 24 | General Securities Principal Examination | 3 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1984 |
| Series 7 | General Securities Representative Examination | 15 December 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Eric Greth
- CRD
- 1317916
- Firm
- Altitude Capital Management · CRD 329366
- Office
- 1201 PACIFIC AVENUE, SUITE 603, Tacoma, WA 98402
- Registration
- Investment adviser registration
- In the industry since
- June 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Greth work?
Charles Greth is an investment adviser representative registered through Altitude Capital Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Charles Greth a financial advisor?
Yes. Charles Greth has a current investment-adviser registration in Washington, through Altitude Capital Management since October 2024.
How many years of experience does Charles Greth have?
Charles Greth has 37 years in the financial industry, since June 1989, across 7 adviser firms.
What exams has Charles Greth passed?
Charles Greth has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in December 1984. FINRA credited Charles Greth with the SIE, which began in October 2018.
Where did Charles Greth work before Altitude Capital Management?
Before Altitude Capital Management, Charles Greth was registered through Equitable Advisors, LLC, April 2022 to February 2023; Cetera Investment Advisers LLC, December 2020 to April 2022; Cuso Financial Services, L.P., December 2015 to November 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2015 to December 2015; Legend Advisory Corp, May 2013 to January 2015; Valic Financial Advisors, Inc., March 2010 to May 2013.
Where is Charles Greth based?
Charles Greth’s registered office is in Tacoma, WA.
Is Charles Greth registered with FINRA?
No. Charles Greth has no current broker registration.
How can I verify Charles Greth’s record?
Search CRD 1317916 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Greth’s full registration record.
