Philip Gordon has been an investment adviser representative at Altman Advisors since June 2023, and is not listed among the firm’s executive officers or direct owners.
Altman Advisors, Inc is a Chicago, IL firm with $483M under management, 184 clients and 7 advisers in one office, as of its July 2026 filing.
Philip Gordon is an Advisor at Altman Advisors, where he works with individuals and families on complex financial decisions. Before joining the firm, he was a university professor, writer, public speaker and documentary film producer. His advising focuses on listening, sense making and helping clients align financial strategies with long-term goals and values.
Professional designations
Listed by Altman Advisors
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Philip Gordon is registered as an investment adviser representative in Illinois, since June 2023.
- IllinoisSince 20 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Philip Sherman Gordon
- CRD
- 7660936
- Firm
- Altman Advisors · CRD 281778
- Office
- 233 S WACKER DR., SUITE 9750, Chicago, IL 60606
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altmanadvisors.com
Where does Philip Gordon work?
Philip Gordon is an investment adviser representative registered through Altman Advisors, Inc since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Philip Gordon a financial advisor?
Yes. Philip Gordon has a current investment-adviser registration in Illinois, through Altman Advisors since June 2023.
How many years of experience does Philip Gordon have?
Philip Gordon has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Philip Gordon passed?
Philip Gordon passed the Series 65 in September 2022.
Where is Philip Gordon based?
Philip Gordon’s registered office is in Chicago, IL.
Is Philip Gordon registered with FINRA?
No. Philip Gordon has no current broker registration.
How can I verify Philip Gordon’s record?
Search CRD 7660936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Gordon’s full registration record.
