Joseph
Grabar

Fortress Private Ledger, LLC

CRD#2776181
Investment Advisor
in Raleigh, NC
Are you Joseph Grabar? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Grabar is a certified financial planner whose office is in Raleigh, North Carolina. Currently an advisor with Fortress Private Ledger, LLC, Grabar has an impressive 23 years of work experience as a financial advisor. Grabar holds Series 63 and Series 66 licenses, designating them as a securities agent. Grabar is able to serve clients in North Carolina and Texas. During their career, Grabar has held roles at Northwestern Mutual Financial Network, Lpl Financial, LLC and Fortress Private Ledger, LLC. Fortress Private Ledger, LLC is located in Raleigh, North Carolina. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5623 Duraleigh Road Suite 141
Raleigh, NC 27612

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fortress Private Ledger, LLC Brokerage Details

Total Number of Employees

2

NC Average: 22

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Joseph Grabar Work History

Joseph has 23 years of experience.

2018 - Present (1 years)

Fortress Private Ledger, LLC

2011 - 2018 (7 years)

Lpl Financial, LLC

1995 - 2011 (16 years)

Northwestern Mutual Financial Network

Disclosures

Joseph Grabar has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started