Adviser and broker representative · Altamira Financial Group, LLC
Gonzalo Rufatt
CRD 4686876 · Santa Fe, NM
At a glance
Gonzalo Rufatt is an investment adviser representative with Altamira Financial Group, LLC in Santa Fe, NM, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gonzalo’s SEC record dates to 2003, about 23 years ago. Gonzalo is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Altamira Financial Group, LLCSince January 2022Santa Fe, NM · $130M in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gonzalo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Altamira Financial Group, LLC
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