David
Cleary
Fortis Capital Advisors, LLC
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About this Advisor
David Cleary is a financial advisor based in Briarcliff Manor, New York, working with Fortis Capital Advisors, LLC. David has previously held positions at Timber Point Capital Management, Fortis Capital Advisors, LLC, Ipi Wealth Management, Inc, Crow Point Partners, #Ia Lazard Asset Management, and Lazard Asset Management Securities LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David is part of Fortis Capital Advisors, LLC, which operates out of Briarcliff Manor, New York. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
David Cleary Work History
Fortis Capital Advisors, LLC
Ipi Wealth Management, Inc
Timber Point Capital Management
Crow Point Partners
Lazard Asset Management Securities LLC
#Ia Lazard Asset Management
Disclosures
Please visit the SEC profile of David Cleary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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