DM
Daniel T. Michaels
FORTRESS WEALTH SOLUTIONS
Los Angeles, CA 90049
Some features on this profile are disabled
CRD#: 6592625
DM
Professional summary
Daniel Tyler Michaels, who also goes by Dan Michaels, is a registered financial professional currently at FORTRESS WEALTH SOLUTIONS LLC located in Los Angeles, California.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Dan Michaels
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) - BD
Click below to view Daniel Tyler Michaels'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
May 8, 2026 - Present
FORTRESS WEALTH SOLUTIONS LLC
Office #1: 11611 San Vicente Boulevard 10th Floor, Los Angeles, CA 90049BD
CRD#: 324594
Los Angeles, CA
Past
July 13, 2022 - April 7, 2026
CION SECURITIES, LLC
BD
CRD#: 15487
Beverly Hills, CA
Past
January 10, 2022 - June 28, 2022
PROMETHEUS FINANCIAL, LLC
BD
CRD#: 313712
WOODLAND HILLS, CA
Past
August 18, 2020 - July 29, 2021
CAIS CAPITAL LLC
BD
CRD#: 154512
Beverly Hills, CA
Past
November 29, 2017 - July 23, 2020
MORGAN STANLEY
RIA
CRD#: 149777
SAN FRANCISCO, CA
Past
October 31, 2017 - July 23, 2020
MORGAN STANLEY
BD
CRD#: 149777
SAN FRANCISCO, CA
Past
March 28, 2016 - September 6, 2017
FISHER INVESTMENTS
RIA
CRD#: 107342
WOODSIDE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/8/2026)
RR
Alaska(5/8/2026)
RR
Arizona(5/8/2026)
RR
Arkansas(5/8/2026)
RR
California(5/8/2026)
RR
Colorado(5/8/2026)
RR
Connecticut(5/8/2026)
RR
Delaware(5/8/2026)
RR
District of Columbia(5/8/2026)
RR
Florida(5/8/2026)
RR
Georgia(5/8/2026)
RR
Hawaii(5/8/2026)
RR
Idaho(5/8/2026)
RR
Illinois(5/8/2026)
RR
Indiana(5/8/2026)
RR
Iowa(5/8/2026)
RR
Kansas(5/8/2026)
RR
Kentucky(5/8/2026)
RR
Louisiana(5/8/2026)
RR
Maine(5/8/2026)
RR
Maryland(5/8/2026)
RR
Massachusetts(5/8/2026)
RR
Michigan(5/8/2026)
RR
Minnesota(5/8/2026)
RR
Mississippi(5/8/2026)
RR
Missouri(5/8/2026)
RR
Montana(5/8/2026)
RR
Nebraska(5/8/2026)
RR
Nevada(5/8/2026)
RR
New Hampshire(5/8/2026)
RR
New Jersey(5/8/2026)
RR
New Mexico(5/8/2026)
RR
New York(5/8/2026)
RR
North Carolina(5/8/2026)
RR
North Dakota(5/8/2026)
RR
Ohio(5/8/2026)
RR
Oklahoma(5/8/2026)
RR
Oregon(5/8/2026)
RR
Pennsylvania(5/8/2026)
RR
Puerto Rico(5/8/2026)
RR
Rhode Island(5/8/2026)
RR
South Carolina(5/8/2026)
RR
South Dakota(5/8/2026)
RR
Tennessee(5/8/2026)
RR
Texas(5/8/2026)
RR
Utah(5/8/2026)
RR
Vermont(5/8/2026)
RR
Virgin Islands(5/8/2026)
RR
Virginia(5/8/2026)
RR
Washington(5/8/2026)
RR
West Virginia(5/8/2026)
RR
Wisconsin(5/8/2026)
RR
Wyoming(5/8/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FORTRESS WEALTH SOLUTIONS LLC
FORTRESS WEALTH SOLUTIONS LLC
CRD#: 324594 / SEC#: , 8-71159
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Mailing Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Phone number
(212) 798-6100
Established
Delaware since 01/20/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORTRESS OPERATING ENTITY I L.P. | SOLE MANAGING MEMBER | |
| BASS, DANIEL NEAL | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 4747757 |
| BOBKER, ADAM JASON | CO-CHIEF EXECUTIVE OFFICER | 4525099 |
| BROOKS, DAVID NICHOLS | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 5314938 |
| FISHMAN, ROBERT ADAM | CHIEF COMPLIANCE OFFICER | 7093592 |
| RIORDAN, TIFFANY | FINOP, PFO, POO, CFO | 6313437 |
| WILSON, NILS | CO-CHIEF EXECUTIVE OFFICER | 2566066 |
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.
