FIND A FORTREND SECURITIES, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 10677
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for FORTREND SECURITIES, INC. Comes From
Understanding the Statistics for FORTREND SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Established
Delaware since 03/08/1992
Firm Type
Corporation
Fiscal year end
February
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FORTREND SECURITIES, INC.
Peter F Gaertner
IAR
CRD#: 5715758
Location:
Philadelphia, PA 19103
Company:
ROFFMAN MILLER ASSOCIATES INC
Disclosures:
Experience:
16 years
RC
Ryan Lawrence Capatosto
PR
Suspended
CRD#: 5532940
Location:
Atlanta, GA 30339
Company:
FSC SECURITIES CORPORATION
Disclosures:
Experience:
17 years
Joseph A Di Vito JR
IAR
RR
CRD#: 2245445
Location:
Scottsdale, AZ
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
33 years
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