Arlie J. Skurdal

FORTIS CAPITAL MANAGEMENT LLC

Seattle, WA

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CRD#: 1688925

Professional summary

Arlie James Skurdal, CFP®, who also goes by A J Skurdal, is a registered financial advisor currently at FORTIS CAPITAL MANAGEMENT LLC located in Seattle, Washington.

Arlie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Arlie has worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

A J Skurdal

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)CLUB SECRETARY FOR THE UNIVERSITY KIWANIS FOUNDATION. 2)DBA A.J. SKURDAL, PHD. CURRENTLY PROVIDE PROFESSIONAL CONSULTING. GOALS & MONEY SEMINARS 2 HRS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arlie James Skurdal'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®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

March 17, 2017 - Present

FORTIS CAPITAL MANAGEMENT LLC

RIA

CRD#: 172198

Seattle, WA

Past

December 13, 1999 - November 15, 2010

SENIOR FINANCIAL ADVISORS, INC.

RIA

CRD#: 117257

BELLEVUE, WA

Past

September 3, 1999 - July 7, 2010

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BELLEVUE, WA

Past

January 3, 1991 - July 7, 2010

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BELLEVUE, WA

Past

August 25, 1989 - January 3, 1991

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

December 23, 1987 - August 25, 1989

PFG SECURITIES, INC.

CRD#: 15401

Past

June 23, 1987 - March 29, 1988

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

FORTIS CAPITAL MANAGEMENT LLC

BOROUGHS, MICHAEL | FORTIS FINANCIAL GROUP | FORTIS CAPITAL MANAGEMENT LLC

CRD#: 172198 / SEC#: 801-113097

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

California

Registered Investment Advisory firm - (6/23/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/31/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Washington
(3/17/2017)

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

Series 63

Date: 6/26/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTIS CAPITAL MANAGEMENT LLC

BOROUGHS, MICHAEL | FORTIS FINANCIAL GROUP | FORTIS CAPITAL MANAGEMENT LLC

CRD#: 172198 / SEC#: 801-113097

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

California

Registered Investment Advisory firm - (6/23/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/24/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/31/2018 Terminated)

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Contact information

Main Address

3600 136th Pl Se Suite 270, Bellevue, WA 98006

Mailing Address

Phone number

(425) 453-5010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTIS CAPITAL MANAGEMENT ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 726,261,882

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.

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Arlie J. Skurdal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arlie James Skurdal's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENIOR FINANCIAL ADVISORS, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

FORTIS CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/1987

Series 7

Date: 2/20/1988

Series 6

Date: 6/22/1987

Current Firm

FORTIS CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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