Forte Capital LLC

Forte Capital LLC (CRD# 109941) is a financial advisory firm headquartered in Rochester, NY. They manage $1,284,945,209 in 2,232 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
400 Linden Oaks, Suite 310, Rochester, NY 14625
http://www.fortecapital.com
By the Numbers
  • Total Assets Under Management
    1,285
    MILLION
  • Total Number of Accounts
    2,232
    ACCOUNTS
  • Average Account Value
    $575,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Forte Capital LLC
Showing 1 - 10 of 15 top financial advisors.
1
Christopher Cardali, financial advisor Massapequa NY
Christopher A. Cardali
CRD#: 2446728
Massapequa, NY

Christopher Cardali (CRD# 2446728) is an Investment Advisor Representative working at Forte Capital LLC in Massapequa, NY and has over 29 years of experience in the finance industry.

2
David Henion, financial advisor Rochester NY
David W. Henion
CRD#: 4390559
400 Linden Oaks, Suite 310, Rochester, NY 14625

David Henion (CRD# 4390559) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has 1 year of experience in the finance industry.

3
Christopher Marvin, financial advisor Waquoit MA
Christopher B. Marvin
CRD#: 1744205
Waquoit, MA

Christopher Marvin (CRD# 1744205) is an Investment Advisor Representative working at Forte Capital LLC in Waquoit, MA and has over 31 years of experience in the finance industry.

4
Richard Nathan, financial advisor Raleigh NC
Richard B. Nathan
CRD#: 1596225
Raleigh, NC

Richard Nathan (CRD# 1596225) is an Investment Advisor Representative working at Forte Capital LLC in Raleigh, NC and has over 36 years of experience in the finance industry.

5
Barbara Bensink, financial advisor Rochester NY
Barbara S. Bensink
CRD#: 7368056
400 Linden Oaks, Suite 310, Rochester, NY 14625

Barbara Bensink (CRD# 7368056) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 11 years of experience in the finance industry.

6
Marcin Ciolek, financial advisor Rochester NY
Marcin P. Ciolek
CRD#: 7368379
400 Linden Oaks, Suite 310, Rochester, NY 14625

Marcin Ciolek (CRD# 7368379) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 6 years of experience in the finance industry.

7
Michael Garzi, financial advisor Rochester NY
Michael J. Garzi
CRD#: 7368364
400 Linden Oaks, Suite 310, Rochester, NY 14625

Michael Garzi (CRD# 7368364) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has 1 year of experience in the finance industry.

8
Jeffrey Hough, financial advisor Rochester NY
Jeffrey E. Hough
CRD#: 1330240
400 Linden Oaks, Suite 310, Rochester, NY 14625

Jeffrey Hough (CRD# 1330240) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 38 years of experience in the finance industry.

9
Sonu Johar, financial advisor Rochester NY
Sonu Johar
CRD#: 4253537
400 Linden Oaks, Suite 310, Rochester, NY 14625

Sonu Johar (CRD# 4253537) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 21 years of experience in the finance industry.

10
Brian Kuhn, financial advisor Superior CO
Brian P. Kuhn
CRD#: 7301954
Superior, CO

Brian Kuhn (CRD# 7301954) is an Investment Advisor Representative working at Forte Capital LLC in Superior, CO and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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