Daniel
Mcgurl
Fortis Capital Advisors, LLC
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About this Advisor
Daniel Mcgurl is a financial advisor working out of Hoboken, New Jersey with 1 year of relevant experience. Mcgurl is an advisor for Fortis Capital Advisors, LLC. During their career, Mcgurl has held roles at Sentinel Benefits & Financial Group, Gettysburg College, Phillips Academy, Winchester Public Schools, Patriot Properties, West End Johnnies, Massmutual Life Insurance Co, Mml Investors Services, LLC and Fortis Capital Advisors, LLC. Mcgurl maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in New Jersey. Fortis Capital Advisors, LLC is a business operating out of Reno, NV. The investment advisory business has offices in 13 locations and a total of 22 financial advisors. It oversees $245 million in assets across its 740 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 740 customer accounts, 16% are held by high-net-worth individuals who have at least $1 million in investable assets. Fortis Capital Advisors, LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the services provided. However, fees billed by Fortis Capital Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortis Capital Advisors, LLC Brokerage Details
$245,306,103
22
740
$331,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Mcgurl Work History
Daniel has been registered as a financial advisor for 1 years.*
Fortis Capital Advisors, LLC
Mml Investors Services, LLC
Massmutual Life Insurance Co
Sentinel Benefits & Financial Group
Patriot Properties
West End Johnnies
Gettysburg College
Phillips Academy
Winchester Public Schools
*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 Daniel Mcgurl 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
Brooklyn, NY
Reno, NV
Reno, NV
Reno, NV
Southington, CT
Winston Salem, NC
Brooklyn, NY
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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