Merrill
44yrs
Top advisor by experience in Lake Mary
3yrs
Mark Collier
Full name on record: Mark Frederick Collier
Financial advisor at Altitude Capital Management
Mark Collier has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Lake Mary, Florida. After less than a year at LPL Enterprise and a year at Pruco Securities, Mark joined Altitude Capital Management in 2025, a firm offering financial planning and investment management. Altitude Capital Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 152 advisors with offices in Lake Mary, and one of 142 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office801 International Parkway Suite 500, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$212,295
Advisors at the firm33
States licensed ?1 state
Services through Altitude Capital Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowAltitude Capital Management LLCCurrent firm
- Nov 2024 – Mar 2025LPL Enterprise, LLCPreviously
- Mar 2024 – Nov 2024Pruco Securities, LLC.Previously
Contact Mark
(515) 207-3310Firm headquarters in Des Moines, IA. Ask for Mark. 801 International Parkway Suite 500Lake Mary, FL 32746Office · Get directions Firm websitewww.3treesrp.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Altitude Capital Management at (515) 207-3310 and ask for Mark Collier. Mark works from the Lake Mary, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Altitude Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
43yrs
Top 1% by experience in Lake Mary
Independent Financial Partners
42yrs
Top 2% by experience in Lake Mary
Merrill
42yrs
Top 2% by experience in Florida
LPL Financial
40yrs
Top 3% by experience in Lake Mary
Symphony Financial Team
37yrs
Top 4% by experience in Lake Mary