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Ana R Carter

FORTRESS PRIVATE LEDGER, LLC·RALEIGH, North Carolina
SIE, Series 7, Series 27, Series 28, Series 63, Series 99TOClean recordFORTRESS PRIVATE LEDGER, LLC
3110 EDWARDS MILL RD, RALEIGH, NC 27612CRD# 4424794Firm CRD# 290298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ana R Carter · RALEIGH, NC
Registration
CRD #4424794 · FORTRESS PRIVATE LEDGER, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FORTRESS PRIVATE LEDGER, LLC
CRD 290298 · SEC 801-118075
AUM
$201M
Regulatory assets under management
Employees
23
691 client accounts
Services offered by FORTRESS PRIVATE LEDGER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORTRESS PRIVATE LEDGER, LLC →
Introduction

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Frequently Asked Questions

What services does Ana R Carter offer?
Ana R Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Ana R Carter's credentials?
Ana R Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ana R Carter located?
Ana R Carter is based in RALEIGH, North Carolina, working with FORTRESS PRIVATE LEDGER, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Ana R Carter charge for services?
Ana R Carter's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTRESS PRIVATE LEDGER, LLC?
FORTRESS PRIVATE LEDGER, LLC has approximately 23 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORTRESS PRIVATE LEDGER, LLC

Christopher Joseph Gure
RALEIGH, NC
Joseph Nicholas Iii Grabar
RALEIGH, NC
CFP

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Research
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