FORTIS ADVISORS, LLC of WAYNE, PA is an SEC-registered investment adviser (CRD 164498). Regulatory assets under management: $584.3M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Randall Scot Hubschmidt | PARTNER | Wayne, PA |
| Colleen Anne Kelly | CHIEF COMPLIANCE OFFICER | — |
| Derek Brock Boles | PARTNER; PRESIDENT | WAYNE, PA |
| Bryan Steel Cherny | PARTNER | — |
| KELLY ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER | — |
| WOWAK JONATHAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BOLES DEREK BROCK | MANAGING PARTNER; PARTNER; PRESIDENT | — |
| CHERNY BRYAN STEEL | MANAGING PARTNER; PARTNER | — |
| HUBSCHMIDT RANDALL SCOT | MANAGING PARTNER; PARTNER | — |
| TOPLEY MATTHEW | CHIEF INVESTMENT OFFICER | — |
| LAFRANKIE ALEXANDRA CECILIA | CHIEF COMPLIANCE OFFICER | — |