Colin Monteith has been an investment adviser representative at Altruist Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.
Altruist Advisors LLC is a Culver City, CA firm with $190M under management, 244 clients and 6 advisers in one office, as of its September 2026 filing.
Colin Monteith’s longest registration was 2 years at Morgan Stanley (2023–2025). Before joining Altruist Advisors in 2026, Colin Monteith was registered through Ameriprise Financial Services, LLC and Morgan Stanley.
- Altruist Advisors LLCCurrent– present · under a yearHouston, TX · Adviser representative · Firm CRD 340784
- Ameriprise Financial Services, LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 6363
- Morgan Stanley– · 2 yearsHouston, TX · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Colin Monteith is registered as an investment adviser representative in Texas, since August 2026.
- TexasSince 27 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 May 2023 |
| Series 7TO | General Securities Representative Examination | 27 February 2023 |
| SIE | Securities Industry Essentials Examination | 26 October 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7596186
- Firm
- Altruist Advisors · CRD 340784
- Office
- Houston, TX
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Colin Monteith work?
Colin Monteith is an investment adviser representative registered through Altruist Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Colin Monteith a financial advisor?
Yes. Colin Monteith has a current investment-adviser registration in Texas, through Altruist Advisors since August 2026.
How many years of experience does Colin Monteith have?
Colin Monteith has 3 years in the financial industry, since March 2023, across 3 adviser firms.
What exams has Colin Monteith passed?
Colin Monteith has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2022.
Where did Colin Monteith work before Altruist Advisors?
Before Altruist Advisors, Colin Monteith was registered through Ameriprise Financial Services, LLC, September 2025 to August 2026; Morgan Stanley, May 2023 to September 2025.
Where is Colin Monteith based?
Colin Monteith’s registered office is in Houston, TX.
Is Colin Monteith registered with FINRA?
No. Colin Monteith has no current broker registration.
How can I verify Colin Monteith’s record?
Search CRD 7596186 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin Monteith’s full registration record.