Forteris Wealth Management, Inc.

Forteris Wealth Management, Inc. (CRD# 108314) is a financial advisory firm headquartered in Armonk, NY. They manage $158,127,900 in 491 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $322,053
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, FL, LA, NE, NJ, NY, TX

Financial Advisors at Forteris Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brett N. Fry
CRD#: 5859465
13155 Noel Road, Suite 830, Dallas, TX 75240

Brett Fry (CRD# 5859465) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

2
Jay W. Furst
CRD#: 1775883
200 Business Park Drive, Suite 211, Armonk, NY 10504

Jay Furst (CRD# 1775883) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Armonk, NY and has over 36 years of experience in the finance industry.

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