Shrikant
Nadkarni
Fortis Capital Advisors, LLC
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About this Advisor
Shrikant Nadkarni is a financial advisor based in New Brunswick, New Jersey, working with Fortis Capital Advisors, LLC. Shrikant has previously held positions at Withum Smith & Brown, Next Horizon Advisors LLC, and Fortis Capital Advisors, LLC. Shrikant has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Shrikant is part of Fortis Capital Advisors, LLC, which operates out of New Brunswick, New Jersey. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
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Fortis Capital Advisors, LLC Brokerage Details
$331,804,625
36
1,024
$324,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shrikant Nadkarni Work History
Fortis Capital Advisors, LLC
Next Horizon Advisors LLC
Withum Smith & Brown
Disclosures
Please visit the SEC profile of Shrikant Nadkarni 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
Prairie Village, KS
Prairie Village, KS
Barrington, IL
Prairie Village, KS
Brooklyn, NY
Prairie Village, KS
Prairie Village, KS
Brooklyn, NY
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