Christopher
Gure
Fortress Private Ledger, LLC
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About this Advisor
Christopher Gure is a financial advisor operating out of Raleigh, North Carolina with 5 years of industry experience. Gure is on the advisory team at Fortress Private Ledger, LLC. The advisor has gained experience at Interbay, Auburn University, Fidelity Investments, Lpl Financial LLC and Fortress Private Ledger, LLC. Gure maintains Series 66 and Series 63 licenses, designating them as a securities agent, and is approved to work in North Carolina and Texas. Fortress Private Ledger, LLC is a financial advisory business based out of Raleigh, NC. It has offices in three locations and a total of 21 people on staff. It oversees $142 million in assets under management between its 424 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 424 customer accounts, 21% are associated with high-net-worth clients who have at least $1 million in assets. Fortress Private Ledger, LLC offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Fortress Private Ledger, LLC most likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Private Ledger, LLC Brokerage Details
$141,722,801
21
424
$334,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Christopher Gure Work History
Christopher has been registered as a financial advisor for 5 years.*
Fortress Private Ledger, LLC
Lpl Financial LLC
Fidelity Investments
Interbay
Auburn 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 Christopher Gure 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 Fortress Private Ledger, LLC
Raleigh, NC
Pisgah Forrest, NC
Raleigh, NC
Wyckoff, NJ
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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