Fortigent, LLC

Fortigent, LLC (CRD# 138164) is a financial advisory firm headquartered in Fort Mill, SC. They manage $2,054,881,236 in 1,704 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,055
    MILLION
  • Total Number of Accounts
    1,704
    ACCOUNTS
  • Average Account Value
    $1,205,916
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Fortigent, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John J. Canally
CRD#: 2013230
75 State St, Boston, MA 02109
96
Wealthminder
score

John Canally (CRD# 2013230) is an Investment Advisor Representative working at Fortigent, LLC in Boston, MA and has over 10 years of experience in the finance industry.

2
Andrew F. Ayres
CRD#: 4692425
1055 Lpl Way, Fort Mill, SC 29715
93
Wealthminder
score

Andrew Ayres (CRD# 4692425) is an Investment Advisor Representative working at Fortigent, LLC in Fort Mill, SC and has over 8 years of experience in the finance industry.

3
Gary B. Carrai
CRD#: 4475696
1055 Lpl Way, Fort Mill, SC 29715
93
Wealthminder
score

Gary Carrai (CRD# 4475696) is an Investment Advisor Representative working at Fortigent, LLC in Fort Mill, SC and has over 15 years of experience in the finance industry.

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