Fortune Advisory Services Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 289517
· Brooklyn, NY
· WWW.FORTUNEADVISORYLLC.COM
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ADV data as of Sep 12, 2024
- Regulatory AUM
- $3.3M
- Discretionary
- $0
- Clients
- 243
- Avg AUM / client
- $13.6K
- Accounts
- 243
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 243 | $3.3M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Fortune | Registered representative | Mar 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/12/2024 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $500K (15% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 12, 2024.
View current Form ADV (SEC/IAPD) ↗