Fortis Advisors LLC

Fortis Advisors LLC is a limited liability company located in Pennsylvania, with a team of six experienced advisors. Although the number of clients they serve is unknown, the firm's SEC status is listed as approved, demonstrating their commitment to regulatory compliance. The company was registered with the SEC on August 26, 2014, solidifying their position as a trusted provider of financial advice.

• COLLEEN ANNE KELLY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DEREK BROCK BOLES

  PRESIDENT owns less than 5%

• FORTIS WEALTH, LP (FORMERLY NAMED FORTIS PARTNERS, L.P.)

  HOLDING COMPANY/MANAGING MEMBER owns 75% or more

• MATTHEW TOPLEY

  CHIEF INVESTMENT OFFICER owns less than 5%

• BRYAN STEEL CHERNY

  PARTNER owns more than 25% but less than 50%

• DEREK BROCK BOLES

  PARTNER owns more than 25% but less than 50%

• FORTIS PARTNERS, LLC

  GENERAL PARTNER OF THE HOLDING COMPANY/SINGLE MEMBER LLC

• RANDALL SCOT HUBSCHMIDT

  PARTNER

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• Comparing Fortis Advisors' Q3 2022 and Q4 2022 13F Holdings: Analyzing Changes in ETFs and Stocks