# PHILIP ARTHUR GLEASON

PHILIP ARTHUR GLEASON is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with ALTIMETER WEALTH LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALTIMETER WEALTH LLC](https://search.stillhousedata.com/firm/329420) | 2024-02-08 | present | Yes |
| [RED OAK CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/284188) | 2019-01-08 | 2023-11-03 | — |
| [HAYDEN ROYAL](https://search.stillhousedata.com/firm/170037) | 2016-09-01 | 2019-01-04 | — |
| [IC ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/140190) | 2009-06-29 | 2016-09-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2005-11-14 | 2009-06-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 1999-01-01 | 2005-11-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1259948)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1259948.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.