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AA

Adam J. Amante

FORTRESS FINANCIAL SOLUTIONS
Tucson, AZ 85718
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CRD#: 5331089
AA

Professional summary


Adam Jacob Amante, who also goes by Adam Amante, is a registered financial advisor currently at FORTRESS FINANCIAL SOLUTIONS, LLC located in Tucson, Arizona.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adam has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Adam Amante

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.
Through Fortress Insurance Brokerage, LLC, Mr. Amante offers non-variable life insurance and fixed annuities. This is non-investment related business. Mr. Amante is a 20% owner of this company, he is the company manager, and has worked with this company since April 4, 2008 to present. The business' address is 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. He spends three hours per month and one hour a month during trading hours on this enterprise. Through Fortress Consulting, LLC, Mr. Amante offers business and consulting services. This is non-investment related business. Mr. Amante is a 50% owner of this company, he is the company manager, and has worked with this company since June 8, 2008 to present. The business' address is 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. He spends four hours per month and three hour a month during trading hours on this enterprise. Mr. Amante offers notary services as a public notary at no charge to clients as needed. This is non-investment related business. He has worked as a notary since Feburary 15, 2017 to present. Notary services are provided at 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. He spends one hour per month and half an hour a month during trading hours on this enterprise.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Adam Jacob Amante'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

February 26, 2025 - Present

FORTRESS FINANCIAL SOLUTIONS, LLC

Office #1: 4640 East Sunrise Drive Suite 211, Tucson, AZ 85718
RIA
CRD#: 143969
Tucson, AZ
Past

May 27, 2008 - March 16, 2011

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
TUCSON, AZ
Past

October 25, 2007 - January 2, 2025

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 143969
TUCSON, AZ

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".
FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA
Registered Investment Advisory firm - (12/2/2024 Approved)
Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)
California
Registered Investment Advisory firm - (1/2/2025 Terminated)
Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)

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
Arizona
(2/26/2025)
IAR
California
(2/27/2025)
IAR
Maryland
(2/27/2025)
IAR
North Carolina
(2/27/2025)
IAR
Texas
(2/27/2025)
IAR
Virginia
(8/13/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/12/2007
Uniform Investment Adviser Law Examination

Current Firm


FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA
Registered Investment Advisory firm - (12/2/2024 Approved)
Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)
California
Registered Investment Advisory firm - (1/2/2025 Terminated)
Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)
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Contact information


Main Address
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718
Mailing Address
Phone number
(520) 751-8600
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FORTRESS FINANCIAL SERVICES, LLC 11.05.2025 (11/7/2025)

Regulatory assets under management


Total Number of Accounts695
AUM (Assets Under Management)$ 130,161,738

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 FINANCIAL SOLUTIONS, LLC

CRD#: 143969Tucson, AZ 85718

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