Shrikant M. Nadkarni

FORTIS CAPITAL ADVISORS

Princeton, NJ 08540

CRD#: 1921932

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Professional summary

Shrikant M Nadkarni, CFP® is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Princeton, New Jersey.

Shrikant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Shrikant has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shrikant M Nadkarni'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: 2004

Experience

Current

April 11, 2022 - Present

FORTIS CAPITAL ADVISORS, LLC

Office #1: 206 Rockingham Row, Suite 200, Princeton, NJ 08540

RIA

CRD#: 309709

Princeton, NJ

Past

July 30, 2014 - March 7, 2023

NEXT HORIZON ADVISORS LLC

RIA

CRD#: 169844

PRINCETON, NJ

Past

September 24, 2012 - June 27, 2014

GLEN EAGLE WEALTH, LLC

RIA

CRD#: 124504

PRINCETON, NJ

Past

September 24, 2012 - June 27, 2014

GLEN EAGLE WEALTH, LLC

CRD#: 124504

PRINCETON, NJ

Past

July 2, 2002 - October 4, 2012

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

EDISON, NJ

Past

March 12, 1993 - October 4, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

SOMERVILLE, 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 ADVISORS, LLC

CRD#: 309709 / SEC#: 801-119354

RIA

Registered Investment Advisory firm - (8/28/2020 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

New Jersey
(4/11/2022)

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: 1/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTIS CAPITAL ADVISORS, LLC

CRD#: 309709 / SEC#: 801-119354

RIA

Registered Investment Advisory firm - (8/28/2020 Approved)

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Contact information

Main Address

7301 Mission Road Suite 326, Prairie Village, KS 66208

Mailing Address

Phone number

(913) 222-8862

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTIS CAPITAL ADVISORS - ADV PART 2A FIRM BROCHURE (12/12/2025)

PORTFOLIO MANAGER'S WRAP PROGRAM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	3,774
AUM (Assets Under Management)	$ 1,212,196,068

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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Advisor Monitoring

Firm Stability Insights

Shrikant M. Nadkarni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shrikant M Nadkarni's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT HORIZON ADVISORS LLC

GLEN EAGLE WEALTH, LLC

GLEN EAGLE WEALTH, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FORTIS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/11/1994

Series 7

Date: 8/18/2003

Series 6

Date: 3/8/1993

Current Firm

FORTIS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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