Maksim Kolomeyer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Maksim Kolomeyer, who also goes by Maksim A Kolomeyer, was a registered financial professional .
Maksim is a previously registered financial professional and started their career in finance in 2006. Maksim had worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 16, 2021 - February 13, 2023
FORTIS CAPITAL ADVISORS, LLC
October 16, 2015 - April 21, 2021
CITY NATIONAL SECURITIES, INC.
October 15, 2015 - April 21, 2021
CITY NATIONAL SECURITIES, INC.
March 17, 2015 - October 16, 2015
COMERICA SECURITIES
March 17, 2015 - October 16, 2015
COMERICA SECURITIES
January 3, 2011 - March 3, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - March 3, 2015
WELLS FARGO CLEARING SERVICES, LLC
September 14, 2010 - September 15, 2010
WELLS FARGO CLEARING SERVICES, LLC
December 5, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
November 21, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
Primary Firm SEC Registration
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709 / SEC#: 801-119354
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/19/2024
General Securities Representative ExaminationCurrent Firm
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709 / SEC#: 801-119354
Contact information
SEC notice filing (32 States and Territories)
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.
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