SW
Shara L. Wallace
FORTRESS WEALTH SOLUTIONS LLC
Dallas, TX 75205
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CRD#: 5276229
SW
Professional summary
Shara Liu Wallace, who also goes by Shara Fessler, Shara Liu Fessler, Shara Liu Valenzuela, is a registered financial professional currently at FORTRESS WEALTH SOLUTIONS LLC located in Dallas, Texas.
Shara is registered as a RR (Registered Representative) and started their career in finance in 2007. Shara has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Shara Fessler | Shara Liu Fessler | Shara Liu Valenzuela
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.
CRS (Client Relationship Summary) - BD
Click below to view Shara Liu Wallace's 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®
NoneExperience
Current
August 29, 2025 - Present
FORTRESS WEALTH SOLUTIONS LLC
Office #1: 4550 Travis Street 8th Floor, Dallas, TX, 75205Office #2: 1345 Avenue Of The Americas 45th Floor, New York, NY, 10105BD
CRD#: 324594
Dallas, TX
Past
February 8, 2021 - August 22, 2025
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
BD
CRD#: 119546
DENVER, CO
Past
December 11, 2019 - February 17, 2021
FRANKLIN DISTRIBUTORS, LLC
BD
CRD#: 109064
SAN MATEO, CA
Past
November 27, 2017 - December 4, 2019
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
BD
CRD#: 119546
DENVER, CO
Past
March 20, 2015 - October 17, 2017
GRIFFIN CAPITAL SECURITIES, LLC
BD
CRD#: 37739
IRVINE, CA
Past
September 25, 2009 - April 7, 2015
CCO CAPITAL, LLC
BD
CRD#: 31147
PHOENIX, AZ
Past
February 19, 2007 - May 1, 2009
MFS FUND DISTRIBUTORS, INC.
BD
CRD#: 31052
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/29/2025)
RR
Alaska(8/29/2025)
RR
Arizona(8/29/2025)
RR
Arkansas(8/29/2025)
RR
California(8/29/2025)
RR
Colorado(8/29/2025)
RR
Connecticut(8/29/2025)
RR
Delaware(8/29/2025)
RR
District of Columbia(8/29/2025)
RR
Florida(8/29/2025)
RR
Georgia(8/29/2025)
RR
Hawaii(8/29/2025)
RR
Idaho(8/29/2025)
RR
Illinois(8/29/2025)
RR
Indiana(8/29/2025)
RR
Iowa(8/29/2025)
RR
Kansas(8/29/2025)
RR
Kentucky(8/29/2025)
RR
Louisiana(8/29/2025)
RR
Maine(8/29/2025)
RR
Maryland(8/29/2025)
RR
Massachusetts(8/29/2025)
RR
Michigan(8/29/2025)
RR
Minnesota(8/29/2025)
RR
Mississippi(8/29/2025)
RR
Missouri(8/29/2025)
RR
Montana(8/29/2025)
RR
Nebraska(8/29/2025)
RR
Nevada(8/29/2025)
RR
New Hampshire(8/29/2025)
RR
New Jersey(8/29/2025)
RR
New Mexico(8/29/2025)
RR
New York(8/29/2025)
RR
North Carolina(8/29/2025)
RR
North Dakota(8/29/2025)
RR
Ohio(8/29/2025)
RR
Oklahoma(8/29/2025)
RR
Oregon(8/29/2025)
RR
Pennsylvania(8/29/2025)
RR
Puerto Rico(8/29/2025)
RR
Rhode Island(8/29/2025)
RR
South Carolina(8/29/2025)
RR
South Dakota(8/29/2025)
RR
Tennessee(8/29/2025)
RR
Texas(8/29/2025)
RR
Utah(8/29/2025)
RR
Vermont(8/29/2025)
RR
Virgin Islands(8/29/2025)
RR
Virginia(8/29/2025)
RR
Washington(8/29/2025)
RR
West Virginia(8/29/2025)
RR
Wisconsin(8/29/2025)
RR
Wyoming(8/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FORTRESS WEALTH SOLUTIONS LLC
FORTRESS WEALTH SOLUTIONS LLC
CRD#: 324594 / SEC#: , 8-71159
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Mailing Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Phone number
(212) 798-6100
Established
Delaware since 01/20/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORTRESS OPERATING ENTITY I L.P. | SOLE MANAGING MEMBER | |
| BASS, DANIEL NEAL | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 4747757 |
| BOBKER, ADAM JASON | CO-CHIEF EXECUTIVE OFFICER | 4525099 |
| BROOKS, DAVID NICHOLS | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 5314938 |
| FISHMAN, ROBERT ADAM | CHIEF COMPLIANCE OFFICER | 7093592 |
| RIORDAN, TIFFANY | FINOP, PFO, POO, CFO | 6313437 |
| WILSON, NILS | CO-CHIEF EXECUTIVE OFFICER | 2566066 |
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.
Company Information
FORTRESS WEALTH SOLUTIONS LLC
CRD#: 324594Dallas, TX 75205TRUST BUT VERIFY
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