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Joseph Nicholas Iii Grabar

FORTRESS PRIVATE LEDGER, LLC·RALEIGH, North Carolina
SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOCFPClean record20 years registeredFORTRESS PRIVATE LEDGER, LLC
3110 EDWARDS MILL RD, RALEIGH, NC 27612CRD# 2776181Firm CRD# 290298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Nicholas Iii Grabar · RALEIGH, NC
Registration
CRD #2776181 · FORTRESS PRIVATE LEDGER, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

FORTRESS PRIVATE LEDGER, LLC
Aug 2018 – present
LPL FINANCIAL LLC
Nov 2011 – Aug 2018
RALEIGH, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Feb 2006 – Dec 2011
RALEIGH, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6
Series 7
Series 14
Series 24
Series 52TO
Series 53
Series 63
Series 66
Series 99TO
Registration record
First registered · February 16, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Joseph Nicholas Iii Grabar offer?
Joseph Nicholas Iii Grabar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Joseph Nicholas Iii Grabar's credentials?
Joseph Nicholas Iii Grabar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Nicholas Iii Grabar located?
Joseph Nicholas Iii Grabar 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 Joseph Nicholas Iii Grabar charge for services?
Joseph Nicholas Iii Grabar'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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Ana R Carter
RALEIGH, NC
Christopher Joseph Gure
RALEIGH, NC

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