Samuel W. Trachtman
Professional summary
Samuel William Trachtman is a registered financial professional currently at FORTRESS WEALTH SOLUTIONS LLC located in New York, New York.
Samuel is registered as a RR (Registered Representative) and started their career in finance in 2026. Samuel has worked at 1 firm and has passed the Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Samuel William Trachtman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2026 - Present
FORTRESS WEALTH SOLUTIONS LLC
Office #1: 1345 Avenue Of The Americas 45th Floor, New York, NY, 10105State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 7/10/2026
General Securities Representative ExaminationFINRA
Current Firm
FORTRESS WEALTH SOLUTIONS LLC
CRD#: 324594 / SEC#: , 8-71159
Contact information
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
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