Unclaimed Profile

Belena Gay Vincetti

FORTIS CAPITAL ADVISORS, LLC·PRAIRIE VILLAGE, Kansas

SIE, Series 7, Series 7TO, Series 24, Series 53, Series 66CFPClean record15 years registeredFORTIS CAPITAL ADVISORS, LLC

7301 MISSION ROAD, PRAIRIE VILLAGE, KS 66208CRD# 5207515Firm CRD# 309709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Belena Gay Vincetti · PRAIRIE VILLAGE, KS

Registration

CRD #5207515 · FORTIS CAPITAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

BELPOINTE ASSET MANAGEMENT LLC

Feb 2021 – present

MML INVESTORS SERVICES, LLC

Oct 2010 – Jan 2021

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 53

Series 66

Registration record

First registered · October 19, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTIS CAPITAL ADVISORS, LLC

CRD 309709 · SEC 801-119354

AUM

$631M

Regulatory assets under management

Employees

1,579 client accounts

Services offered by FORTIS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORTIS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Belena Gay Vincetti offer?

Belena Gay Vincetti specializes in Financial Planning, Investment Management. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.

What are Belena Gay Vincetti's credentials?

Belena Gay Vincetti holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Belena Gay Vincetti located?

Belena Gay Vincetti is based in PRAIRIE VILLAGE, Kansas, working with FORTIS CAPITAL ADVISORS, LLC. Their office serves clients in the PRAIRIE VILLAGE metropolitan area and surrounding communities.

How does Belena Gay Vincetti charge for services?

Belena Gay Vincetti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTIS CAPITAL ADVISORS, LLC?

FORTIS CAPITAL ADVISORS, LLC has approximately 51 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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