AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A FORIS CAPITAL US LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at FORIS CAPITAL US LLC

CRD#: 282331
BD

Looking for a Financial Advisor at FORIS CAPITAL US LLC?

We have compiled every financial advisor who works at FORIS CAPITAL US LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

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

Overview

FORIS CAPITAL US LLC is located at 210 Commerce Way Suite 220, Portsmouth, NH 03801 and was first established at Boston, Georgia in 11/02/2015. After operating for 10 years, FORIS CAPITAL US LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FORIS CAPITAL US LLC’s clients are individuals and 0% of their clients are high net worth individuals. FORIS CAPITAL US LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORIS CAPITAL US LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FORIS CAPITAL US LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FORIS CAPITAL US LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for FORIS CAPITAL US LLC Comes From

Understanding the Statistics for FORIS CAPITAL US LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
210 Commerce Way Suite 220, Portsmouth, NH 03801
Mailing Address
210 Commerce Way Suite 220, Portsmouth, NH 03801
Firm Size
Small
Phone Number
(603) 956-5649
Established
Georgia since 11/02/2015
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FORIS DAX MARKETS, INC.MEMBER
FIALA, ANGELA MARIAFINOP/PFO/POO5163386
MATHEWS, RENOCCO7040844
OCONNELL, MICHAEL PATRICKCEO1943113

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at FORIS CAPITAL US LLC

BF

Bruce Charles Fenton

IAR
CRD#: 2286983
Location:
Durham, NH
Company:
ATLANTIC FINANCIAL
Disclosures:
Experience:
32 years
View Profile
MO

Michael Patrick Oconnell

RR
CRD#: 1943113
Location:
Portsmouth, NH
Company:
FORIS CAPITAL US LLC
Disclosures:
Experience:
36 years
View Profile
MM

Matthew Mcdermott

Matt Mcdermott, Matthew Keegan Mcdermott, Matthew Mcdermott
RR
CRD#: 4984264
Location:
Portsmouth, NH
Company:
FORIS CAPITAL US LLC
Disclosures:
Experience:
16 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics