Christy A. Pater Schmitt

FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ 85256

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CRD#: 1388852

Professional summary

Christy Ann Pater Schmitt, who also goes by Christy Ann Pater, Christy A Pater, is a registered financial advisor currently at FORTITUDE FAMILY OFFICE located in Scottsdale, Arizona.

Christy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Christy has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christy Ann Pater | Christy A Pater

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Bridgelight Capital. Investment related. 7033 E Greenway Parkway, Suite 160, Scottsdale, AZ 85254. RIA. Senior Vice President. Start 10/2015. 40 hours/month 40 during trading. Offering investment advice and investments to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christy Ann Pater Schmitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 29, 2024 - Present

FORTITUDE FAMILY OFFICE

Office #1: 7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256

RIA

CRD#: 317615

SCOTTSDALE, AZ

Past

October 8, 2015 - July 31, 2024

BRIDGELIGHT CAPITAL LLC

RIA

CRD#: 154920

SCOTTSDALE, AZ

Past

October 2, 2015 - July 16, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Scottsdale, AZ

Past

February 25, 2009 - October 5, 2015

WEDBUSH SECURITIES INC.

RIA

CRD#: 877

SCOTTSDALE, AZ

Past

October 20, 2008 - October 5, 2015

WEDBUSH SECURITIES INC.

CRD#: 877

SCOTTSDALE, AZ

Past

June 13, 1989 - November 14, 2008

PEACOCK, HISLOP, STALEY & GIVEN, INC.

CRD#: 21477

PHOENIX, AZ

Past

March 24, 1986 - June 15, 1989

YOUNG, SMITH & PEACOCK, INC.

CRD#: 913

Past

August 20, 1985 - March 4, 1986

MAI SECURITIES CORPORATION

CRD#: 13200

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 4/8/1985

National Commodity Futures Examination

Current Firm

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

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Contact information

Main Address

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256

Mailing Address

Phone number

(602) 834-0089

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTITUDE FAMILY OFFICE ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 893,717,216

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
06/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Christy A. Pater Schmitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christy Ann Pater Schmitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGELIGHT CAPITAL LLC

PURSHE KAPLAN STERLING INVESTMENTS

WEDBUSH SECURITIES INC.

WEDBUSH SECURITIES INC.

PEACOCK, HISLOP, STALEY & GIVEN, INC.

YOUNG, SMITH & PEACOCK, INC.

MAI SECURITIES CORPORATION

Primary Firm SEC Registration

FORTITUDE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2009

Series 63

Date: 9/9/1985

SIE

Date: 10/1/2018

Series 7

Date: 8/17/1985

Series 3

Date: 4/8/1985

Current Firm

FORTITUDE FAMILY OFFICE

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTITUDE FAMILY OFFICE

TRUST BUT VERIFY

Contact information

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