A complete list of active advisors currently associated with Fortune Advisory Services
Warmer can help you find a great advisor at Fortune Advisory Services or one who fits your needs even better.
The firm provides asset and wealth management to individuals, high‑net‑worth individuals, and small businesses. Its services focus on portfolio management of U.S. equities, index funds, ETFs and bonds, with financial planning delivered as part of ongoing portfolio management rather than as a separate engagement. Investment decisions are guided by a long‑term, fundamental analysis approach focused on securities the adviser believes will grow across business cycles, and the firm uses detailed historical visuals (Andex Charts) to set risk and return expectations. Client accounts are primarily handled on a non‑discretionary basis, with reviews at least monthly and client approval required for trade execution. Compared with peers, the firm manages an unusually large number of client relationships for its size and combines that higher client load with a non‑discretionary service model, which can require more frequent client interaction. The firm also offers no‑charge educational seminars and proprietary client communications (including headline news updates and reports), does not aggregate client orders, and discloses limited custody solely for the purpose of direct fee deduction.
To learn more about the advisors currently working at Fortune Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 17
|
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