Fortis Advisors, LLC

Fortis Advisors, LLC (CRD# 164498) is a financial advisory firm headquartered in Wayne, PA. They manage $470,765,398 in 352 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
656 E. Swedesford Road, Suite 330, Wayne, PA 19087
https://www.linkedin.com/company/fortisfamilyoffice
By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $1,337,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL, NJ, PA

Financial Advisors at Fortis Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Derek Boles, financial advisor Wayne PA
Derek B. Boles
CRD#: 4266820
656 E. Swedesford Road, Suite 330, Wayne, PA 19087

Derek Boles (CRD# 4266820) is an Investment Advisor Representative working at Fortis Advisors, LLC in Wayne, PA and has over 23 years of experience in the finance industry.

2
Margaret Corado, financial advisor King Of Prussia PA
Margaret M. Corado
CRD#: 6256741
1045 First Ave, Suite 160, King Of Prussia, PA 19406

Margaret Corado (CRD# 6256741) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.

3
Randall Hubschmidt, financial advisor King Of Prussia PA
Randall S. Hubschmidt
CRD#: 6257111
1045 First Ave, Suite 120, King Of Prussia, PA 19406

Randall Hubschmidt (CRD# 6257111) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.

4
Teresa McDermott, financial advisor Wayne PA
Teresa I. McDermott
CRD#: 2043257
656 E. Swedesford Road, Suite 330, Wayne, PA 19087

Teresa McDermott (CRD# 2043257) is an Investment Advisor Representative working at Fortis Advisors, LLC in Wayne, PA and has over 28 years of experience in the finance industry.

5
Marlene Musso, financial advisor King Of Prussia PA
Marlene D. Musso
CRD#: 6256702
1045 First Ave, Suite 120, King Of Prussia, PA 19406

Marlene Musso (CRD# 6256702) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 10 years of experience in the finance industry.

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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