Feraud D. Calixte
FORTITUDE FINANCIAL PLANNING LLC
LAND O LAKES, FL
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CRD#: 6146010
Professional summary
Feraud Dodard Calixte, CFP® is a registered financial advisor currently at FORTITUDE FINANCIAL PLANNING LLC located in Land O Lakes, Florida.
Feraud is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Feraud has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Founder/Lead Planner
Prior to starting Vantage Pointe Planning, Feraud worked as an advisor for several large national wealth management firms. Feraud is passionate about helping families navigate the complexities often associated with finances. Feraud is committed to the financial planning industry and regularly volunteers in the community teaching financial literacy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA).
Feraud has been quoted by a variety of publications, such as U.S News & World Report, Yahoo Finance, InvestmentNews, and NAPFA Advisor.
Feraud and his wife, Dr. Nyote Calixte, live in Burlington, N.C, with their two sons, Sebastian and Donovan.
EDUCATION:
B.A. – New York University
J.D. - Southern University Law Center
Executive Program – Duke University
PROFESSIONAL CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER ™ (CFP®)
FAVORITE MONEY QUOTE:
“Your Net-Worth is not your Self-Worth.”
Vantage Pointe Planning
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Insurance Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Hourly
Investment Advice without Ongo...
Real Estate Investments
What is your minimum asset requirement?
1
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.
SDT Properties, LLC,727 Kivett St., Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 4, approx hrs during trading hrs 0; Lenoir Mobile Estates, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 01/01/2020, approx hrs/mth 0, approx hrs during trading hrs 0; Scott Avenue Partners, LLC, 1168 Cardross St, Burlington, NC, real estate, owner, not investment related, start 10/01/2019, approx hrs/mth 0, approx hrs during trading hrs 0.
CRS (Client Relationship Summary) - RIA
Click below to view Feraud Dodard Calixte'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®
CFP®
Start date: 2017
Experience
Current
July 1, 2025 - Present
FORTITUDE FINANCIAL PLANNING LLC
RIA
CRD#: 309750
LAND O LAKES, FL
Past
May 18, 2023 - March 12, 2025
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
INVERNESS, FL
Past
February 5, 2020 - June 6, 2023
VANTAGE POINTE PLANNING
RIA
CRD#: 307313
BURLINGTON, NC
Past
January 31, 2018 - January 16, 2020
TRIAD FINANCIAL ADVISORS, INC.
RIA
CRD#: 118583
GREENSBORO, NC
Past
November 2, 2017 - February 2, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
CARY, NC
Past
November 2, 2017 - February 2, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Cary, NC
Past
November 2, 2017 - February 2, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
CARY, NC
Past
November 19, 2013 - October 5, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
DURHAM, NC
Past
November 19, 2013 - October 5, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
DURHAM, NC
Past
March 4, 2013 - November 26, 2013
MORGAN STANLEY
RIA
CRD#: 149777
DURHAM, NC
Past
January 30, 2013 - November 26, 2013
MORGAN STANLEY
BD
CRD#: 149777
DURHAM, NC
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
Florida(7/8/2025)
IAR
North Carolina(7/1/2025)
IAR
Pennsylvania(7/1/2025)
IAR
Texas(7/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FORTITUDE FINANCIAL PLANNING LLC
FORTITUDE FINANCIAL PLANNING | FORTITUDE FINANCIAL PLANNING LLC
CRD#: 309750 / SEC#:
Florida
Registered Investment Advisory firm - (6/27/2025 Approved)North Carolina
Registered Investment Advisory firm - (9/16/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (10/5/2023 Approved)Texas
Registered Investment Advisory firm - (2/12/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Willow Spring, NC
Mailing Address
2100 Lake Dam Road Unit 37130, Raleigh, NC 27627
Phone number
(919) 205-8569
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 51,071,045 |
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.
