A complete list of active advisors currently associated with Fortune Financial
Warmer can help you find a great advisor at Fortune Financial or one who fits your needs even better.
Fortune Financial LLC provides financial planning and investment advisory services primarily to individual clients, combining standalone consultations with ongoing portfolio reviews. The firm offers a mix of billing arrangements, including hourly, flat-fee and percentage-of-assets approaches, and delivers investment advice and recommendations alongside financial planning work. The firm’s investment process emphasizes fundamental analysis, third‑party research and corporate rating services, and it draws on company filings and press releases for information. Implementation includes long- and short‑term purchases and option‑writing strategies (including uncovered options), with managed portfolios reviewed monthly and account reporting provided quarterly; all reviews are performed by the firm’s principal. Fortune Financial operates at a very small scale, reporting under $1 million in assets and serving only a handful of clients, and the principal maintains outside employment in a non‑securities role. The firm is not affiliated with a broker‑dealer, but its associated persons may buy or sell publicly traded securities that are also recommended to clients, a practice the brochure discloses and that clients should consider when evaluating potential conflicts and trade execution.
To learn more about the advisors currently working at Fortune Financial, 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 |
|---|---|---|
Livingston, NJ
| 19
|
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