Robert Ernest Michaels

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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Dallas, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

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GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Years of Experience

17 years registered in the securities industry

Current & Past Employments

Current

FORTRESS WEALTH SOLUTIONS LLCCurrent·CRD# 324594

BD

4550 Travis Street 8th Floor, Dallas, TX, 75205

April 11, 2025 - Present

Past

INDEPENDENT BROKERAGE SOLUTIONS LLCPast·CRD# 153563

BD

New York, NY

August 9, 2023 - April 11, 2025

CAIS CAPITAL LLCPast·CRD# 154512

BD

Austin, TX

March 26, 2021 - July 28, 2023

BLACKROCK INVESTMENT MANAGEMENT, LLCPast·CRD# 108928

RIA

Dallas, TX

July 22, 2014 - March 22, 2021

BLACKROCK INVESTMENTS, LLCPast·CRD# 38642

BD

Dallas, TX

June 27, 2014 - March 22, 2021

OPTIONSXPRESS, INC.Past·CRD# 103849

BD

Phoenix, AZ

September 2, 2011 - July 2, 2012

CHARLES SCHWAB & CO., INC.Past·CRD# 5393

BD

Phoenix, AZ

November 5, 2009 - July 2, 2012

Similar Advisors

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Customer Relationship Summary (CRS / FINRA)

Current Firm

FW

FORTRESS WEALTH SOLUTIONS LLC

CRD#: 324594 / SEC#: 8-71159

BD

Broker-Dealer Firm Regulated by FINRA (New York district office)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

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

Similar Advisors

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(4/11/2025)

RR

Alaska
(4/11/2025)

RR

Arizona
(4/11/2025)

RR

Arkansas
(4/11/2025)

RR

California
(4/11/2025)

RR

Colorado
(4/11/2025)

RR

Connecticut
(4/11/2025)

RR

Delaware
(4/11/2025)

RR

District of Columbia
(4/11/2025)

RR

Florida
(4/11/2025)

RR

Georgia
(4/11/2025)

RR

Hawaii
(4/11/2025)

RR

Idaho
(4/11/2025)

RR

Illinois
(4/11/2025)

RR

Indiana
(4/11/2025)

RR

Iowa
(4/11/2025)

RR

Kansas
(4/11/2025)

RR

Kentucky
(4/11/2025)

RR

Louisiana
(4/11/2025)

RR

Maine
(4/11/2025)

RR

Maryland
(4/11/2025)

RR

Massachusetts
(4/11/2025)

RR

Michigan
(4/11/2025)

RR

Minnesota
(4/11/2025)

RR

Mississippi
(4/11/2025)

RR

Missouri
(4/11/2025)

RR

Montana
(4/11/2025)

RR

Nebraska
(4/11/2025)

RR

Nevada
(4/11/2025)

RR

New Hampshire
(4/11/2025)

RR

New Jersey
(4/11/2025)

RR

New Mexico
(4/11/2025)

RR

New York
(4/11/2025)

RR

North Carolina
(4/11/2025)

RR

North Dakota
(4/11/2025)

RR

Ohio
(4/11/2025)

RR

Oklahoma
(4/11/2025)

RR

Oregon
(4/11/2025)

RR

Pennsylvania
(4/11/2025)

RR

Puerto Rico
(4/11/2025)

RR

Rhode Island
(4/11/2025)

RR

South Carolina
(4/11/2025)

RR

South Dakota
(4/11/2025)

RR

Tennessee
(4/11/2025)

RR

Texas
(4/11/2025)

RR

Utah
(4/11/2025)

RR

Vermont
(4/11/2025)

RR

Virgin Islands
(4/11/2025)

RR

Virginia
(4/11/2025)

RR

Washington
(4/11/2025)

RR

West Virginia
(4/11/2025)

RR

Wisconsin
(4/11/2025)

RR

Wyoming
(4/11/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA

SRO Registrations

Similar Advisors

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Ernest Michaels's CRS (Customer Relationship Summary).

Similar Advisors

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

EDWARD JONES

GRAPEVINE, TX · CRD#

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#