JM
Justin M. Marcus
FORTIS CAPITAL ADVISORS
Silver Spring, MD
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CRD#: 5558923
JM
Professional summary
Justin Michael Marcus is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Silver Spring, Maryland.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Justin has worked at 3 firms and has passed the Series 63, Series 65, SIE 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.
1.) GRATUS WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 10644 WEYMOUTH STREET, BETHESDA, MD 20814; INVESTMENT ADVISING; OWNER/FOUND; START DATE 06/2019; APPROX 160 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)GRATUS STAFFING, LLC; NOT INVESTMENT RELATED, 11810 GRAND PARK AVE., SUITE 500, ROCKVILLE, MD 20852; STAFFING AGENCY; DIRECTOR; 09/23/2019; 120 HOURS/MONTH; 100 HOURS DURING TRADING; BUSINESS DEVELOPMENT AND ASSISTING IN FINDING CANDIDATES FOR JOB OPPORTUNITIES. 3) Big 4 Talent, Inc. non-investment related, same address as branch, Online staffing platform, CEO, start 11/2023, 30 hours per month, 10 hours per month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Michael Marcus'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
July 15, 2021 - Present
FORTIS CAPITAL ADVISORS, LLC
RIA
CRD#: 309709
Silver Spring, MD
Past
June 12, 2019 - July 7, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
BETHESDA, MD
Past
January 23, 2018 - June 6, 2019
PFS INVESTMENTS INC.
RIA
CRD#: 10111
OWINGS MILLS, MD
Past
April 11, 2012 - June 6, 2019
PFS INVESTMENTS INC.
BD
CRD#: 10111
OWINGS MILLS, MD
Past
November 20, 2008 - December 31, 2011
PFS INVESTMENTS INC.
BD
CRD#: 10111
PIKESVILLE, MD
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".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
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
Maryland(7/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)Upgrade to AdvisorCheck Premium
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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
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
