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Jay Warren Furst

FORTERIS WEALTH MANAGEMENT, INC.·ARMONK, New York
Unclaimed Profile
200 BUSINESS PARK DRIVE, ARMONK, NY 10504CRD# 1775883Firm CRD# 108314
01

About

Jay Warren Furst is a registered financial advisor based in ARMONK, New York, affiliated with FORTERIS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTERIS WEALTH MANAGEMENT, INC.
FORTERIS WEALTH MANAGEMENT, INC.
AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FORTERIS WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1775883
Firm CRD# 108314
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Warren Furst offer?
Jay Warren Furst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are Jay Warren Furst's credentials?
Jay Warren Furst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Warren Furst located?
Jay Warren Furst is based in ARMONK, New York, working with FORTERIS WEALTH MANAGEMENT, INC.. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Jay Warren Furst charge for services?
Jay Warren Furst'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 FORTERIS WEALTH MANAGEMENT, INC.?
FORTERIS WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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