Alfred Fortunato, financial advisor New York NY

Alfred Fortunato

CRD Number: 5577412
Current Firm: Allegory Advisory

Alfred Fortunato (CRD# 5577412) is an Investment Advisor Representative working at Allegory Advisory in New York, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Allegory Advisory, LLC New York, NY Feb 2015 - Current 9
Allegory Advisory, LLC New York, NY Jul 2010 - Current 13
Garrett Investment Advisors, LLC New York, NY Dec 2011 - Dec 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Alfred G. Fortunato
Phone Number: 646-895-9461
Registered State(s):
  • NY
  • TX
Current Firm Details
Allegory Advisory
Firm's CRD Number: 173871
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $590,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

NY, TX

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