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4 advisors near New York, NY
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Kari T
Series 63
Brooklyn, NY
Fortis Capital Advisors, LLC
Kari Timonen is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 63 designation and 12 years of industry experience. Prior to joining Fortis in 2021, Kari worked at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as NYLife Securities and New York Life. Outside of advising, Kari serves as the Board President of Park Slope Owners Corp. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.
Emilio R
Series 63, Series 66
Staten Island, NY
Fortis Capital Advisors, LLC
Emilio Rivera is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mass Mutual Investors Services and AXA Advisors. Outside of his advisory role, Rivera is president and CEO of E. Rivera & Associates and serves on the Staten Island University/Northwell Hospital Foundation Board. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management and customized investment strategies across various approaches, supported by an online reporting portal.
Roman M
Series 66
Staten Island, NY
Fortis Capital Advisors, LLC
Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with over 10 years of experience in the industry. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has been associated with various Fortis entities since 2016. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, educational workshops, and access to a third-party cash-management platform, utilizing both model and bespoke strategies across a range of investment approaches.
Karol K
CFA®, Series 65
Jersey City, NJ
Fortis Capital Advisors, LLC
Karol Krucinski is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Fortis Capital Advisors since 2021 and previously held roles at Fortis Lux Wealth Management and Marea. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, using both model and bespoke strategies across various investment approaches, with discretionary management and online reporting.
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4 advisors near New York, NY
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