Roman Moldavsky is a registered investment advisor at Fortis Capital Advisors, LLC, based in Staten Island, NY, with 17 years of industry experience. Roman 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Staten Island, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Maxim Group LLCBroker
Laidlaw & Company (UK) LTD.Broker
Sands Brothers & CO., LTD.Broker
State Registrations1 state
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
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