# FORTE ADVISORY SERVICES,LLC

FORTE ADVISORY SERVICES,LLC of VICTOR, NY is an SEC-registered investment adviser.

## Registration

- CRD: 317854
- Type: SEC-registered investment adviser
- SEC file number: 801-129483
- Location: 600 FISHERS STATION DRIVE, VICTOR, NY, 14564
- Phone: (585) 204-0001
- Latest filing: 2026-03-23
- Regulatory AUM: $50.6M
- Discretionary AUM: $50.6M
- Clients: 1
- Accounts: 96

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David James Piano | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| PIANO DAVID JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317854/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317854/similar
- Related entities: https://search.stillhousedata.com/firm/317854/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317854

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.