Investment adviser representative · Fortis Capital Advisors, LLC
Chad T. Joshpe
CRD 4914250 · North Sutton, NH
At a glance
Chad T. Joshpe is an investment adviser representative with Fortis Capital Advisors, LLC in North Sutton, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chad’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Fortis Capital Advisors, LLCSince September 2024North Sutton, NH · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Chad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.