Unclaimed Profile

Roman Moldavsky

FORTIS CAPITAL ADVISORS, LLC·PRAIRIE VILLAGE, Kansas

Clean recordFORTIS CAPITAL ADVISORS, LLC

7301 MISSION ROAD, PRAIRIE VILLAGE, KS 66208CRD# 4726235Firm CRD# 309709

Profile Verification

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

Identity

Roman Moldavsky · PRAIRIE VILLAGE, KS

Registration

CRD #4726235 · FORTIS CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roman Moldavsky is a registered financial advisor based in PRAIRIE VILLAGE, Kansas, affiliated with FORTIS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Roman

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roman is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FORTIS CAPITAL ADVISORS, LLC

AUM

$631M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FORTIS CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4726235

Firm CRD# 309709

View on FINRA BrokerCheck →

Looking for a financial advisor in PRAIRIE VILLAGE?

Browse all registered financial advisors in PRAIRIE VILLAGE, Kansas or claim this profile if it's yours.

Browse PRAIRIE VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roman Moldavsky offer?

Roman Moldavsky specializes in Financial Planning, Investment Management. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.

What are Roman Moldavsky's credentials?

Roman Moldavsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roman Moldavsky located?

Roman Moldavsky 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 Roman Moldavsky charge for services?

Roman Moldavsky'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →