Financial ADVSR advisor directory · SEC adviser records
Fortress Private Ledger, LLC financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Fortress Private Ledger, LLC office in Raleigh, A to Z.
The short answer
14 registered advisors work at Fortress Private Ledger, LLC in Raleigh, out of 18 at the firm nationwide; it ranks number 21 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Fortress Private Ledger, LLC advisors in Raleigh, A to Z
Every Fortress Private Ledger, LLC advisor →- Kevin G. BrownCertified Financial Planner · Also a broker rep
- Earl S. ButcherAlso a broker rep
- Douglas T. CarpenterChartered Financial Analyst
- Joseph N. Grabar IIICertified Financial Planner · Also a broker rep
- David H. GrubbsCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Christopher J. GureAlso a broker rep
- David J. HermanAlso a broker rep
- Jill I. HomanInvestment adviser rep
- Jay D. McKinneyAlso a broker rep
- Michael J. NoppingerAlso a broker rep
- Andrew H. PostonAlso a broker rep
- Kristopher A. RoperCertified Financial Planner
- Kyle J. RothInvestment adviser rep
- Adam L. SmithAlso a broker rep
Fortress Private Ledger, LLC advisors in every city and state →Fortress Private Ledger, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Fortress Private Ledger, LLC advisors in other cities
Charlotte, NC 1Durham, NC 1Mount Airy, NC 1Pisgah Forrest, NC 1
Other firms in Raleigh
All Raleigh advisors →Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92First Citizens Investor Services, Inc. 91Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50
Questions
How many financial advisors does Fortress Private Ledger, LLC have in Raleigh?
14 investment adviser representatives are registered at Fortress Private Ledger, LLC offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Fortress Private Ledger, LLC one of the largest advisor employers in Raleigh?
Fortress Private Ledger, LLC ranks number 21 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.
How do I check a Fortress Private Ledger, LLC advisor in Raleigh?
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 Fortress Private Ledger, LLC 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.