LG
Liam J. Gilroy
FORTIS WEALTH MANAGEMENT
BOONE, NC 28607
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CRD#: 6507551
LG
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
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.
CRS (Client Relationship Summary) - RIA
Click below to view Liam Joseph Gilroy'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®
NoneExperience
Current
September 16, 2015 - Present
FORTIS WEALTH MANAGEMENT
Office #1: 130 Calico Court, Boone, NC 28607RIA
CRD#: 268808
BOONE, 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
California(10/30/2015)
IAR
Florida(9/16/2015)
IAR
Louisiana(9/29/2016)
IAR
North Carolina(9/28/2016)
IAR
Pennsylvania(4/13/2023)
IAR
Texas(5/4/2018)
IAR
Virginia(9/4/2020)
IAR
Washington(9/17/2015)
Current Firm
FW
FORTIS WEALTH MANAGEMENT
FORTIS WEALTH MANAGEMENT | FORTIS WEALTH MANAGEMENT LLC
CRD#: 268808 / SEC#:
California
Registered Investment Advisory firm - (10/30/2015 Approved)Florida
Registered Investment Advisory firm - (9/16/2015 Approved)Louisiana
Registered Investment Advisory firm - (9/29/2016 Approved)North Carolina
Registered Investment Advisory firm - (9/28/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (4/13/2023 Approved)Texas
Registered Investment Advisory firm - (5/1/2018 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/4/2020 Approved)Washington
Registered Investment Advisory firm - (9/17/2015 Approved)PREMIUM
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Contact information
Main Address
130 Calico Court, Boone, NC 28607
Mailing Address
Phone number
(888) 336-7847
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 631 |
| AUM (Assets Under Management) | $ 67,675,925 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
