Alfred G. Fortunato
Professional summary
Alfred George Fortunato, who also goes by Alfred G Fortunato Jr, is a registered financial advisor currently at ALLEGORY ADVISORY located in New York, New York.
Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alfred has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alfred George Fortunato's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2016 - Present
ALLEGORY ADVISORY
Office #1: 230 Park Avenue 3rd Floor West, New York, NY 10169November 20, 2012 - December 31, 2014
CGN ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/3/2021)
(3/22/2016)
Current Firm
ALLEGORY ADVISORY
CRD#: 173871 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 34,589,657 |
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.
