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David Cleary

Fortis Capital Advisors, LLC
27 Years of Experience
Briarcliff Manor, NY
View SEC Summary
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David Cleary is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Briarcliff Manor, NY, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,171 clients with $1.6B in assets under management.

Fortis Capital Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,171 clients
Average Client Portfolio
$744K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and can be structured as flat fees, fixed percentages, or tiered percentages up to a maximum of 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

555 Pleasantville Road, Suite N202, Briarcliff Manor, NY, 10510

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the president and CCO of Timber Pointe Capital Management, an investment advisory firm. He is also the president of Beechmont Holding Corp, a holding company, but spends no time on this activity.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Ipi Wealth Management, INC.
February 2022 - February 2024 · 2 yrs
Lazard Asset Management Securities LLCBroker
April 2004 - November 2017 · 13 yrs 7 mos
Lazard Freres & CO. LLCBroker
August 2003 - April 2004 · 8 mos
Lazard Freres & CO. LLCBroker
June 1994 - January 2003 · 8 yrs 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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