AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

David Fortin

FUTUREMONEY RIA, LLC·MANCHESTER, New Hampshire
Clean record2 years registeredFUTUREMONEY RIA, LLC
500 NORTH COMMERCIAL STREET, MANCHESTER, NH 03101CRD# 7862837Firm CRD# 329835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Fortin · MANCHESTER, NH
Registration
CRD #7862837 · FUTUREMONEY RIA, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

FUTUREMONEY RIA
Apr 2024 – present
02

Registrations & Exams

Registration record
First registered · April 15, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FUTUREMONEY RIA, LLC
CRD 329835 · SEC 801-129583
AUM
$10K
Regulatory assets under management
Employees
3
170 client accounts
Services offered by FUTUREMONEY RIA, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FUTUREMONEY RIA, LLC →
Introduction

Speak with David

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

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

Looking for a financial advisor in MANCHESTER?

Browse all registered financial advisors in MANCHESTER, New Hampshire or claim this profile if it's yours.

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Fortin offer?
David Fortin specializes in Investment Management. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are David Fortin's credentials?
David Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fortin located?
David Fortin is based in MANCHESTER, New Hampshire, working with FUTUREMONEY RIA, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does David Fortin charge for services?
David Fortin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUTUREMONEY RIA, LLC?
FUTUREMONEY RIA, LLC has approximately 3 employees and manages $10K 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 →

More Advisors in MANCHESTER, New Hampshire

Melvin Jonathan Iii Severance
CURBSTONE FINANCIAL MANAGEMENT CORPORATION·MANCHESTER, NH
CFP
Brian Richard Grodman
GRODMAN FINANCIAL GROUP, LLC·MANCHESTER, NH
CFPChFC
Christopher John June
SFM, LLC·MANCHESTER, NH
Michael Richard Panico
ARCADIA WEALTH MANAGEMENT, LLC·MANCHESTER, NH
CFP
Charles Leonard Stephen
GLENWOOD INVESTMENT GROUP, LLC·MANCHESTER, NH
David Kenneth Snyder
SFM, LLC·MANCHESTER, NH
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)HANOVER (10)NEW LONDON (7)EXETER (7)WOLFEBORO (7)LEBANON (5)KEENE (5)NASHUA (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideHANOVER GuideNEW LONDON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile