DF
David Fortin
FUTUREMONEY RIA
Manchester, NH 03101
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CRD#: 7862837
DF
Professional summary
David Fortin is a registered financial advisor currently at FUTUREMONEY RIA located in Manchester, New Hampshire.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm .
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 David Fortin'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
April 15, 2024 - Present
FUTUREMONEY RIA
Office #1: 500 North Commercial Street Suite 502, Manchester, NH 03101RIA
CRD#: 329835
Manchester, NH
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".
FR
FUTUREMONEY RIA
FUTUREMONEY RIA | FUTUREMONEY RIA, LLC
CRD#: 329835 / SEC#: 801-129583
RIA
Registered Investment Advisory firm - (4/15/2024 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
Alabama(4/15/2024)
IAR
Alaska(4/15/2024)
IAR
Arizona(7/29/2024)
IAR
Arkansas(4/15/2024)
IAR
California(4/15/2024)
IAR
Colorado(4/15/2024)
IAR
Connecticut(4/15/2024)
IAR
Delaware(4/15/2024)
IAR
District of Columbia(8/5/2024)
IAR
Florida(4/24/2024)
IAR
Georgia(7/10/2024)
IAR
Hawaii(4/15/2024)
IAR
Idaho(4/15/2024)
IAR
Illinois(4/15/2024)
IAR
Indiana(4/15/2024)
IAR
Iowa(4/15/2024)
IAR
Kansas(4/15/2024)
IAR
Kentucky(4/15/2024)
IAR
Louisiana(5/28/2024)
IAR
Maine(4/15/2024)
IAR
Maryland(4/15/2024)
IAR
Massachusetts(5/1/2024)
IAR
Michigan(4/15/2024)
IAR
Minnesota(4/15/2024)
IAR
Mississippi(4/15/2024)
IAR
Missouri(4/15/2024)
IAR
Montana(4/15/2024)
IAR
Nebraska(4/15/2024)
IAR
Nevada(4/23/2024)
IAR
New Hampshire(4/15/2024)
IAR
New Jersey(4/23/2024)
IAR
New Mexico(4/16/2024)
IAR
New York(4/15/2024)
IAR
North Carolina(4/15/2024)
IAR
North Dakota(5/1/2024)
IAR
Ohio(4/15/2024)
IAR
Oklahoma(4/15/2024)
IAR
Oregon(4/15/2024)
IAR
Pennsylvania(4/15/2024)
IAR
Puerto Rico(4/15/2024)
IAR
Rhode Island(4/15/2024)
IAR
South Carolina(4/15/2024)
IAR
South Dakota(4/15/2024)
IAR
Texas(4/15/2024)
IAR
Utah(4/15/2024)
IAR
Vermont(4/15/2024)
IAR
Virgin Islands(4/17/2024)
IAR
Virginia(4/15/2024)
IAR
Washington(4/15/2024)
IAR
West Virginia(4/18/2024)
IAR
Wisconsin(4/15/2024)
IAR
Wyoming(4/15/2024)
Exams
Current Firm
FR
FUTUREMONEY RIA
FUTUREMONEY RIA | FUTUREMONEY RIA, LLC
CRD#: 329835 / SEC#: 801-129583
RIA
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Contact information
Main Address
500 North Commercial Street Suite 502, Manchester, NH 03101
Mailing Address
Phone number
(603) 812-0108
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,174 |
| AUM (Assets Under Management) | $ 462,700 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
