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Ana R Carter

FORTRESS PRIVATE LEDGER, LLC·RALEIGH, North Carolina
Unclaimed Profile
3110 EDWARDS MILL RD, RALEIGH, NC 27612CRD# 4424794Firm CRD# 290298
01

About

Ana R Carter is a registered financial advisor based in RALEIGH, North Carolina, affiliated with FORTRESS PRIVATE LEDGER, LLC. 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
FORTRESS PRIVATE LEDGER, LLC
FORTRESS PRIVATE LEDGER, LLC
AUM
$201M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at FORTRESS PRIVATE LEDGER, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4424794
Firm CRD# 290298
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Kathleen A. Warren — CARDINAL CAPITAL MANAGEMENT INCRye Barcott — DOUBLE TIME CAPITAL MANAGEMENT, LPDaniel Kent Mccready — DOUBLE TIME CAPITAL MANAGEMENT, LPMichael Lawrence Solomon — TOWNSEND ASSET MANAGEMENT CORP.Brent Ciliano — FIRST CITIZENS ASSET MANAGEMENT, INC
Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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