Margaret
Corado

Fortis Advisors, LLC

CRD#6256741
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Margaret Corado is a financial advisor working in King Of Prussia, Pennsylvania, with a total of 10 years of industry experience. Corado works at Fortis Advisors, LLC. The advisor has gained experience at Fortis Advisors, LLC, Fortis Partners, LLC and Private Family Office, LLC. Corado maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Pennsylvania. Fortis Advisors, LLC is a registered investment firm operating out of King Of Prussia, PA. It oversees $460 million in assets under management among its 274 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 274 accounts, 40% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fortis Advisors, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. Fee types charged by Fortis Advisors, LLC likely include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1045 First Ave Suite 160
King Of Prussia, PA 19406

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Fortis Advisors, LLC Brokerage Details

Total Assets Under Management

$459,948,455

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

274

PA Average: 3,342
Average Account Size

$1,678,644

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Margaret Corado Work History

Margaret has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Fortis Advisors, LLC

2013 - Present (11 years)

Fortis Partners, LLC

2013 - 2013 (< 1 year)

Private Family Office, LLC

*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 Margaret Corado 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 Advisors, LLC

Margaret Corado
King Of Prussia, PA
Teresa Mcdermott
King Of Prussia, PA
Randall Hubschmidt
King Of Prussia, PA
Marlene Musso
King Of Prussia, PA
Derek Boles
King Of Prussia, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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