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AM

Adam G. Morse

FORTIFY FINANCIAL
ALLEN, TX
Some features on this profile are disabled
CRD#: 6325762
AM

Professional summary

Adam Gregory Morse is a registered financial advisor currently at FORTIFY FINANCIAL located in Allen, Texas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Adam has worked at 2 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Gregory Morse's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 22, 2026 - Present

FORTIFY FINANCIAL

RIA
CRD#: 340138
ALLEN, TX
Past

May 6, 2014 - February 4, 2026

ASSETBUILDER, INC.

RIA
CRD#: 142665
PLANO, TX

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
Texas
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/6/2014
Uniform Investment Adviser Law Examination

Current Firm

FF
FORTIFY FINANCIAL
FORTIFY FINANCIAL | FORTIFY FINANCIAL LLC

CRD#: 340138 / SEC#: 801-135237

RIA
Registered Investment Advisory firm - (1/22/2026 120-Day Approval)
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Contact information

Main Address
Allen, TX
Mailing Address
Phone number
(469) 323-0307
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A - FORTIFY FINANCIAL (12/24/2025)
0

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.

Company Information

FORTIFY FINANCIAL

CRD#: 340138Allen, TX

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