Staten Island, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fortis Capital Advisors, LLC
Multi-team
Firm-wide stats for Fortis Capital Advisors, LLC
About
Fortis Capital Advisors serves individuals (including high-net-worth clients), families, businesses, retirement plans, institutional clients and other advisers with ongoing portfolio management, financial planning, retirement-plan consulting and educational workshops. The firm sponsors a wrap-fee program and offers cash-management access via a third‑party platform in addition to standard advisory and planning engagements.
Fortis delivers customized advice through a mix of discretionary management, advisor-specific investment styles and model portfolios, using passive, active, tactical and blended strategies and offering ESG-oriented options where requested. Portfolios may include derivatives and options and are monitored and adjusted on an ongoing basis; the firm reports $1.615 billion in discretionary AUM as of December 31, 2025.
Noteworthy for a multi-team RIA, Fortis maintains several related-business arrangements disclosed in its brochure: an affiliated insurance agency through which insurance products may be offered, an affiliated accounting/tax entity that can provide tax-preparation services (including facilitation of payment), and Premier Models that are sub‑advised under a revenue-sharing structure with an unaffiliated adviser. The firm also notes related-party investment products (including certain funds and model offerings) and referral arrangements with business-exit intermediaries, all of which are disclosed as potential conflicts of interest with opt-out provisions for clients.
Based on Fortis Capital Advisors, LLC
Expertise
Based on Fortis Capital Advisors, LLC
Location
Staten Island NY
Advisors at this office
2
Advisors at this office
Emilio R
Series 63, Series 66
Staten Island, NY
Fortis Capital Advisors, LLC
Emilio Rivera is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at Simplicity Investments, MassMutual Investors Services, New York Life Insurance Company, and AXA Advisors. Rivera is President and CEO of E. Rivera & Associates and serves as a board member for the Staten Island University/Northwell Hospital Foundation, participating in fundraising activities. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.
Roman M
Series 66
Staten Island, NY
Fortis Capital Advisors, LLC
Roman Moldavsky is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms including Purshe Kaplan Sterling Investments, Mass Mutual Investors Services, and Metlife Securities. Moldavsky has also been associated with multiple Fortis-affiliated entities throughout his career. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through various investment strategies, including ESG options, and manages discretionary portfolios totaling $1.615 billion in assets as of the end of 2025.
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