Joshua D. Scott

FORTRESS FINANCIAL SOLUTIONS

Millsap, TX

CRD#: 8205318

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Professional summary

Joshua D. Scott is a registered financial advisor currently at FORTRESS FINANCIAL SOLUTIONS, LLC located in Millsap, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joshua 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua D. Scott'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

January 2, 2026 - Present

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 143969

Millsap, TX

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 FINANCIAL SOLUTIONS, LLC

FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Arizona

Registered Investment Advisory firm - (12/3/2024 Terminated)

California

Registered Investment Advisory firm - (1/2/2025 Terminated)

Maryland

Registered Investment Advisory firm - (12/6/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (12/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(1/2/2026)

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: 10/30/2025

Uniform Investment Adviser Law Examination

Current Firm

FORTRESS FINANCIAL SOLUTIONS, LLC

FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE

CRD#: 143969 / SEC#: 801-131567

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Arizona

Registered Investment Advisory firm - (12/3/2024 Terminated)

California

Registered Investment Advisory firm - (1/2/2025 Terminated)

Maryland

Registered Investment Advisory firm - (12/6/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (12/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/3/2024 Terminated)

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Contact information

Main Address

4640 East Sunrise Drive Suite 211, Tucson, AZ 85718

Mailing Address

Phone number

(520) 751-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FORTRESS FINANCIAL SERVICES, LLC 11.05.2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts	695
AUM (Assets Under Management)	$ 130,161,738

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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Joshua D. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua D. Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

FORTRESS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2025

Current Firm

FORTRESS FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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