Investment adviser representative · Fortis Capital Advisors, LLC
Michael E. Posey
CRD 6687730 · Rohnert Park, CA
At a glance
Michael E. Posey is an investment adviser representative with Fortis Capital Advisors, LLC in Rohnert Park, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Fortis Capital Advisors, LLCSince May 2023Rohnert Park, CA · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Michael’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
- 3 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.
More at Fortis Capital Advisors, LLC
- Albert A. BergPrairie Village
- Steven H. BernerPrairie Village · Certified Financial Planner
- Russell G. ChristopherPrairie Village
- David ClearyBriarcliff Manor · Chartered Financial Analyst
- Christopher T. CooperO'Fallon
- William B. CoughlinPrairie Village
- Charles W. Crews Jr.Prairie Village
- Nicholas D. DarzentasBoca Raton · Chartered Financial Analyst
Every advisor at Fortis Capital Advisors, LLC →Fortis Capital Advisors, LLC: assets, clients and custodians →Fortis Capital Advisors news, moves and payouts →Financial advisors in Rohnert Park, CA →Advisor Moves: who changed firms this week →