Liam J. Gilroy
Professional summary
Liam Joseph Gilroy is a registered financial advisor currently at FORTIS WEALTH MANAGEMENT located in Boone, North Carolina.
Liam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Liam has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Liam Joseph Gilroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2015 - Present
FORTIS WEALTH MANAGEMENT
Office #1: 130 Calico Court, Boone, NC 28607State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2015)
(9/16/2015)
(9/29/2016)
(9/28/2016)
(4/13/2023)
(5/4/2018)
(9/4/2020)
(9/17/2015)
Current Firm
FORTIS WEALTH MANAGEMENT
CRD#: 268808 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 561 |
| AUM (Assets Under Management) | $ 49,801,512 |
Red Flags
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Company Information
FORTIS WEALTH MANAGEMENT
CRD#: 268808Boone, NC 28607TRUST BUT VERIFY
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