GC
Gregory L. Chapas
FORTRESS WEALTH PLANNING
PONTE VEDRA BEACH, FL 32082
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CRD#: 7447152
GC
Professional summary
Gregory Louis Chapas, who also goes by Greg Chapas, is a registered financial advisor currently at FORTRESS WEALTH PLANNING located in Ponte Vedra Beach, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gregory has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Chapas
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)Name of Business: FLORIDA PREP LACROSSE EVENTS LLC (Bolles Bombers Summer Lacrosse) Address: 4700 San Jose Blvd, Jacksonville, FL, 32217, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 05/23/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Middle school lacrosse coach (summer league) (2)Name of Business: The Bolles School Address: 2264 Bartram Rd, Jacksonville , FL, 32202, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fall season Lacrosse coach - Bolles middle school (3)Name of Business: The Bolles School Address: 2264 Bartram Rd, Jacksonville, FL, 32202, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 02/07/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Middle School Lacrosse coach
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Louis Chapas'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
October 18, 2023 - Present
FORTRESS WEALTH PLANNING
Office #1: 814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082RIA
CRD#: 307618
PONTE VEDRA BEACH, FL
Past
March 8, 2022 - October 9, 2023
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ST. AUGUSTINE, FL
Past
January 14, 2022 - October 9, 2023
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. AUGUSTINE, 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".
FW
FORTRESS WEALTH PLANNING
FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC
CRD#: 307618 / SEC#: 801-120349
RIA
Registered Investment Advisory firm - (2/18/2021 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(10/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
FW
FORTRESS WEALTH PLANNING
FORTRESS WEALTH PLANNING | FORTRESS WEALTH PLANNING, LLC
CRD#: 307618 / SEC#: 801-120349
RIA
Registered Investment Advisory firm - (2/18/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
814 Highway A1a N, Ste 202, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(904) 301-4545
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 617 |
| AUM (Assets Under Management) | $ 615,681,673 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/29/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTRESS WEALTH PLANNING
CRD#: 307618Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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