Fortress Private Ledger, LLC

Fortress Private Ledger, LLC (CRD# 290298) is a financial advisory firm headquartered in Raleigh, NC. They manage $200,660,638 in 691 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612
http://www.fortressretirementplanadvisors.com
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $290,392
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 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.

CA, FL, NC, NJ, NY, SC, TX, VA, WA

Financial Advisors at Fortress Private Ledger, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Amanda Campbell, financial advisor Raleigh NC
Amanda R. Campbell
CRD#: 5530910
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Amanda Campbell (CRD# 5530910) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 15 years of experience in the finance industry.

2
Bruce Campbell, financial advisor Huntersville NC
Bruce W. Campbell
CRD#: 4800474
13420 Reese Blvd. W, Huntersville, NC 28078

Bruce Campbell (CRD# 4800474) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Huntersville, NC and has over 19 years of experience in the finance industry.

3
Joseph Grabar, financial advisor Raleigh NC
Joseph N. Grabar
CRD#: 2776181
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612

Joseph Grabar (CRD# 2776181) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

4
Kent Gravely, financial advisor Mount Airy NC
Kent Gravely
CRD#: 5050756
425 N Main Street, Mount Airy, NC 27030

Kent Gravely (CRD# 5050756) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Mount Airy, NC and has over 18 years of experience in the finance industry.

5
David Grubbs, financial advisor Raleigh NC
David H. Grubbs
CRD#: 1113405
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612

David Grubbs (CRD# 1113405) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

6
Christopher Gure, financial advisor Raleigh NC
Christopher J. Gure
CRD#: 6339890
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612

Christopher Gure (CRD# 6339890) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 9 years of experience in the finance industry.

7
Michael Hemmerich, financial advisor Durham NC
Michael R. Hemmerich
CRD#: 6141142
404 Hunt Street, Ste 520, Durham, NC 27701

Michael Hemmerich (CRD# 6141142) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Durham, NC and has over 11 years of experience in the finance industry.

8
William Zimmer, financial advisor Pisgah Forrest NC
William J. Zimmer
CRD#: 5924654
Pisgah Forrest, NC

William Zimmer (CRD# 5924654) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Pisgah Forrest, NC and has over 12 years of experience in the finance industry.

9
Earl Butcher, financial advisor Raleigh NC
Earl S. Butcher
CRD#: 7708470
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612

Earl Butcher (CRD# 7708470) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 2 years of experience in the finance industry.

10
Douglas Carpenter, financial advisor Raleigh NC
Douglas T. Carpenter
CRD#: 1215215
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Douglas Carpenter (CRD# 1215215) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 39 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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