Matthew
Joyner

Fortis Capital Advisors, LLC

CRD#7017045
Investment Advisor
in Reno, NV

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About this Advisor

Matthew Joyner is a financial advisor operating out of Reno, Nevada. Joyner is currently employed by Fortis Capital Advisors, LLC. Joyner has gained experience at Fisher Investments, Dtn Management, Michigan Economic Development Corporation, Steve Marino For Macomb Co. Commissioner, Mitchell Research & Communication, Michigan State University, University Of Michigan-Flint, Personal Capital Advisors Corporation and Fortis Capital Advisors, LLC. Joyner has a Series 65 license, certifying them as an investment advisor representative, and can work in Oregon. Fortis Capital Advisors, LLC is a financial advisory business that has its headquarters in Reno, NV. The company has offices in 13 locations and a total of 22 advisors. It administers $245 million in assets under management across its 740 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 740 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. Fortis Capital Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which services the firm provides the client. Fees charged by Fortis Capital Advisors, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521

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Fortis Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$245,306,103

NV Average: $664,206,839
Total Number of Employees

22

NV Average: 10
Total Number of Accounts

740

NV Average: 1,698
Average Account Size

$331,495

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Joyner Work History

Matthew has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Fortis Capital Advisors, LLC

2021 - 2023 (2 years)

Personal Capital Advisors Corporation

2016 - 2021 (5 years)

Fisher Investments

2015 - 2016 (1 year)

Dtn Management

2014 - 2015 (1 year)

Michigan Economic Development Corporation

2014 - 2014 (< 1 year)

Steve Marino For Macomb Co. Commissioner

2013 - 2013 (< 1 year)

Mitchell Research & Communication

2013 - 2014 (1 year)

University Of Michigan-Flint

2012 - 2013 (1 year)

Michigan State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Joyner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Capital Advisors, LLC

Kari Timonen
Brooklyn, NY
Kean Amaral
Reno, NV
David Palladino
Southington, CT
Matthew Joyner
Reno, NV
Alec Norton
Reno, NV
Stephan Day
Winston Salem, NC
Karol Krucinski
Brooklyn, NY
Daniel Mcgurl
Hoboken, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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