Financial ADVSR advisor directory · SEC adviser records
Fortitude Family Office financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Fortitude Family Office office in Scottsdale, A to Z.
The short answer
14 registered advisors work at Fortitude Family Office in Scottsdale, out of 14 at the firm nationwide; it ranks number 30 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Fortitude Family Office advisors in Scottsdale, A to Z
Every Fortitude Family Office advisor →- Corey M. BirdCertified Financial Planner
- Matthew B. BrowerInvestment adviser rep
- Emily E. GallInvestment adviser rep
- Kristin M. GreenleafInvestment adviser rep
- Atticus P. LavelleInvestment adviser rep
- Matthew P. LucasCertified Financial Planner
- Trevor D. MooreInvestment adviser rep
- Christy A. Pater SchmittInvestment adviser rep
- Dale A. PhillipsChartered Financial Analyst
- Joseph Senczakowicz-GiboInvestment adviser rep
- Remy Y. SolvesInvestment adviser rep
- Geoffrey C. TranPersonal Financial Specialist
- Matthew G. WalkerInvestment adviser rep
- Sam T. WinterInvestment adviser rep
Fortitude Family Office advisors in every city and state →Fortitude Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Fortitude Family Office have in Scottsdale?
14 investment adviser representatives are registered at Fortitude Family Office offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Fortitude Family Office one of the largest advisor employers in Scottsdale?
Fortitude Family Office ranks number 30 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Fortitude Family Office advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Fortitude Family Office office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.