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David Vincent Guzy

FORTIS PORTFOLIO SOLUTIONS, LLC·SCHAUMBURG, Illinois
Clean recordFORTIS PORTFOLIO SOLUTIONS, LLC
1901 NORTH ROSELLE RD., STE. 800, SCHAUMBURG, IL 60195CRD# 7115293Firm CRD# 314886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Vincent Guzy · SCHAUMBURG, IL
Registration
CRD #7115293 · FORTIS PORTFOLIO SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Vincent Guzy is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with FORTIS PORTFOLIO SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FORTIS PORTFOLIO SOLUTIONS, LLC
FORTIS PORTFOLIO SOLUTIONS, LLC
AUM
$149M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FORTIS PORTFOLIO SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS
Regulatory
SEC/IARD CRD# 7115293
Firm CRD# 314886
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Vincent Guzy offer?
David Vincent Guzy specializes in Investment Management, Wealth Management. Contact their office in SCHAUMBURG, Illinois for a consultation.
What are David Vincent Guzy's credentials?
David Vincent Guzy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Vincent Guzy located?
David Vincent Guzy is based in SCHAUMBURG, Illinois, working with FORTIS PORTFOLIO SOLUTIONS, LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.
How does David Vincent Guzy charge for services?
David Vincent Guzy's firm is compensated through percentage of aum, hourly charges, other: monthly subscription for customized portfolios. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIS PORTFOLIO SOLUTIONS, LLC?
FORTIS PORTFOLIO SOLUTIONS, LLC has approximately 5 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORTIS PORTFOLIO SOLUTIONS, LLC

Meridith Louise Hutchens
SCHAUMBURG, IL

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