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CRD#: 324594
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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 FORTRESS WEALTH SOLUTIONS LLC Comes From
Understanding the Statistics for FORTRESS WEALTH SOLUTIONS LLC 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
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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
Main Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Mailing Address
1345 Avenue Of The Americas 45th Floor, New York, NY 10105
Firm Size
Small
Phone Number
(212) 798-6100
Established
Delaware since 01/20/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
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 FORTRESS WEALTH SOLUTIONS LLC
AB
Adam Jason Bobker
RR
CRD#: 4525099
Location:
New York, NY 10105
Company:
FORTRESS WEALTH SOLUTIONS LLC
Disclosures:
Experience:
23 years
TR
Tiffany Riordan
RR
CRD#: 6313437
Location:
New York, NY 10022
Company:
ODDO BHF NEW YORK CORPORATION
Disclosures:
Experience:
9 years
SW
Shara Liu Wallace
RR
CRD#: 5276229
Location:
Dallas, TX 75205
Company:
FORTRESS WEALTH SOLUTIONS LLC
Disclosures:
Experience:
18 years
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