Lynn V. Elliott

FORTITER WEALTH MANAGEMENT

Houston, TX 77056

Some features on this profile are disabled

CRD#: 4243505

Professional summary

Lynn Vincent Elliott, who also goes by VIncent Elliott, is a registered financial advisor currently at FORTITER WEALTH MANAGEMENT, LLC located in Houston, Texas.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lynn has worked at 5 firms and has passed the Series 66, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vincent Elliott

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) ONE FIVE VICTOR ECHO LLC, 426 TECUMSEH LANE, HOUSTON, TX 77057, ENTITY FORMED TO PURCHASE AIRPLANE FOR PERSONAL USE, 100% OWNERSHIP, NOT INVESTMENT RELATED, NOT DURING BUSINESS HOURS; 2) EIM PROPERTIES LLC, 6063 CRAB ORCHARD ROAD, HOUSTON, TX 77057, CO-OWNER/MEMBER WITH SIBLINGS AS PART OF FAMILY OWNED LAND. I HAVE NO MANAGEMENT RESPONSIBILITIES, 11.66% STAKE IN COMPANY, NOT INVESTMENT RELATED, NOT DURING BUSINESS HOURS; 3) PIKE ROAD INVESTORS LTD, 1000 UPTOWN PARK #263, HOUSTON, TX 77056, PART OF FAMILY ESTATE PLANNING. NO RESPONSIBILITIES AS LIMITED PARTNER, NOT INVESTMENT RELATED, NOT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Vincent Elliott'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

September 4, 2014 - Present

FORTITER WEALTH MANAGEMENT, LLC

Office #1: 1980 Post Oak Blvd. Suite 2100, Houston, TX 77056

RIA

CRD#: 169577

Houston, TX

Past

June 4, 2004 - September 17, 2014

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

HOUSTON, TX

Past

June 4, 2004 - September 17, 2014

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

HOUSTON, TX

Past

December 7, 2000 - May 19, 2004

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

HOUSTON, TX

Past

December 7, 2000 - May 19, 2004

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NASHVILLE, TN

Past

October 12, 2000 - December 7, 2000

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

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".

FORTITER WEALTH MANAGEMENT, LLC

FORTITER WEALTH MANAGEMENT, LLC | HEIDI ADVISORS, LLC

CRD#: 169577 / SEC#: 801-78931

RIA

Registered Investment Advisory firm - (1/2/2014 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

Texas
(9/4/2014)

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 66

Date: 9/8/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/11/2000

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/15/2000

Futures Managed Funds Examination

Current Firm

FORTITER WEALTH MANAGEMENT, LLC

FORTITER WEALTH MANAGEMENT, LLC | HEIDI ADVISORS, LLC

CRD#: 169577 / SEC#: 801-78931

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1980 Post Oak Blvd. Suite 2100, Houston, TX 77056

Mailing Address

Phone number

(832) 941-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTITER WEALTH MANAGEMENT, LLC - DISCLOSURE BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 342,645,368

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lynn V. Elliott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Vincent Elliott's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

SANFORD C. BERNSTEIN & CO., INC.

Primary Firm SEC Registration

FORTITER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2000

Series 7

Date: 10/11/2000

Series 31

Date: 8/15/2000

Current Firm

FORTITER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTITER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors