Unclaimed Profile

Adil G Masood

FORTE CAPITAL LLC·ROCHESTER, New York

Series 7, Series 63, Series 65Clean record5 years registeredFORTE CAPITAL LLC

400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 2758472Firm CRD# 109941

Profile Verification

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

Identity

Adil G Masood · ROCHESTER, NY

Registration

CRD #2758472 · FORTE CAPITAL LLC · 5 years registered

Brand Profile

Not yet started

Career History

MARINER

Sep 2025 – present

ACHIEVE WEALTH PARTNERS LLC

May 2021 – Feb 2024

ROCHESTER, NY

FORTE CAPITAL LLC

Apr 2021 – Oct 2025

ROCHESTER, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 15, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTE CAPITAL LLC

CRD 109941 · SEC 801-55817

AUM

$1.3B

Regulatory assets under management

Employees

2,232 client accounts

Services offered by FORTE CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORTE CAPITAL LLC →

Introduction

Speak with Adil

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

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

Looking for a financial advisor in ROCHESTER?

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

Browse ROCHESTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adil G Masood offer?

Adil G Masood specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Adil G Masood's credentials?

Adil G Masood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adil G Masood located?

Adil G Masood is based in ROCHESTER, New York, working with FORTE CAPITAL LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Adil G Masood charge for services?

Adil G Masood'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 FORTE CAPITAL LLC?

FORTE CAPITAL LLC has approximately 21 employees and manages $1.3B 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 →