Cory D. Churchill

FORTRESS WEALTH GROUP

Winter Park, FL 32789

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CRD#: 6664734

Professional summary

Cory Donald Churchill is a registered financial advisor currently at FORTRESS WEALTH GROUP located in Winter Park, Florida.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cory has worked at 4 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.

1 )DIVERSITY FITNESS, NO, 2100 W OLD US HIGHWAY 441, MOUNT DORA, FL 32757, FITNESS INDUSTRY, OPERATIONS MANAGER, 01/01/2019, 20 HRS/MONTH, 0 HRS/MONTH, SCHEDULE MAKING AND EMPLOYEE OVERSIGHT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Donald Churchill'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

September 16, 2021 - Present

FORTRESS WEALTH GROUP

Office #1: 1099 W Morse Blvd, Winter Park, FL 32789

RIA

CRD#: 308968

Winter Park, FL

Past

October 26, 2020 - August 11, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

ORLANDO, FL

Past

March 15, 2018 - November 21, 2018

DESTINY WEALTH PARTNERS, LLC

RIA

CRD#: 171346

TAVARES, FL

Past

March 15, 2018 - November 21, 2018

RUGGIE WEALTH MANAGEMENT

RIA

CRD#: 145595

TAVARES, FL

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".

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

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

Florida
(9/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2017

Uniform Investment Adviser Law Examination

Current Firm

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

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Contact information

Main Address

1099 W Morse Blvd, Winter Park, FL 32789

Mailing Address

Phone number

(407) 999-8998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS DISCLOSURE BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	968
AUM (Assets Under Management)	$ 345,016,442

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.

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Cory D. Churchill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Donald Churchill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS WEALTH GROUP

AE WEALTH MANAGEMENT, LLC

DESTINY WEALTH PARTNERS, LLC

RUGGIE WEALTH MANAGEMENT

Primary Firm SEC Registration

FORTRESS WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2017

Current Firm

FORTRESS WEALTH GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS WEALTH GROUP

TRUST BUT VERIFY

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