RH
Randall S. Hubschmidt
FORTIS ADVISORS
Wayne, PA 19087
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CRD#: 6257111
RH
Professional summary
Randall Scot Hubschmidt, CFA is a registered financial advisor currently at FORTIS ADVISORS, LLC located in Wayne, Pennsylvania.
Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Randall has worked at 1 firm and has passed the Series 65 exam.
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.
PARTNER OF FORTIS FAMILY OFFICE LLC; FORTIS FAMILY OFFICE PROVIDES FAMILY OFFICE SERVICES TO HIGH NET WORTH FAMILIES; APPROXIMATELY 100 HOURS PER MONTH AND SIX HOURS PER DAY IS DEDICATED TO FORTIS FAMILY OFFICE. MY ROLE IS TO MANAGE CLIENT RELATIONSHIPS AND STRATEGIC PLANNING INITIATIVES.
CRS (Client Relationship Summary) - RIA
Click below to view Randall Scot Hubschmidt'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®
Experience
Current
February 3, 2014 - Present
FORTIS ADVISORS, LLC
Office #1: 656 E Swedesford Road Suite 301, Wayne, PA 19087RIA
CRD#: 164498
Wayne, PA
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".
FA
FORTIS ADVISORS, LLC
FORTIS ADVISORS, LLC | FORTIS WEALTH | FORTIS PRIVATE STRATEGIES I, LLC (RELYING ADVISER) | FORTIS FAMILY OFFICE | FORTIS CAPITAL REAL ESTATE MANAGER II, LLC (RELYING ADVISER) | FORTIS CAPITAL REAL ESTATE MANAGER (RELYING ADVISER)
CRD#: 164498 / SEC#: 801-80177
RIA
Registered Investment Advisory firm - (8/26/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (9/4/2014 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
Pennsylvania(2/3/2014)
Current Firm
FA
FORTIS ADVISORS, LLC
FORTIS ADVISORS, LLC | FORTIS WEALTH | FORTIS PRIVATE STRATEGIES I, LLC (RELYING ADVISER) | FORTIS FAMILY OFFICE | FORTIS CAPITAL REAL ESTATE MANAGER II, LLC (RELYING ADVISER) | FORTIS CAPITAL REAL ESTATE MANAGER (RELYING ADVISER)
CRD#: 164498 / SEC#: 801-80177
RIA
Registered Investment Advisory firm - (8/26/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (9/4/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
656 E. Swedesford Road Suite 330, Wayne, PA 19087
Mailing Address
P.o. Box 276, Wayne, PA 19087
Phone number
(610) 313-0910
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 508,437,827 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/24/2025 | ||
| 03/29/2024 | ||
| 12/22/2022 |
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.
