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Randall Scot Hubschmidt

FORTIS ADVISORS, LLC·WAYNE, Pennsylvania
Series 65Clean record12 years registeredFORTIS ADVISORS, LLC
656 E. SWEDESFORD ROAD, WAYNE, PA 19087CRD# 6257111Firm CRD# 164498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randall Scot Hubschmidt · WAYNE, PA
Registration
CRD #6257111 · FORTIS ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

FORTIS ADVISORS, LLC
Feb 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 3, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTIS ADVISORS, LLC
CRD 164498 · SEC 801-80177
AUM
$471M
Regulatory assets under management
Employees
7
352 client accounts
Services offered by FORTIS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FORTIS ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Randall Scot Hubschmidt offer?
Randall Scot Hubschmidt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Randall Scot Hubschmidt's credentials?
Randall Scot Hubschmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall Scot Hubschmidt located?
Randall Scot Hubschmidt is based in WAYNE, Pennsylvania, working with FORTIS ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Randall Scot Hubschmidt charge for services?
Randall Scot Hubschmidt'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 FORTIS ADVISORS, LLC?
FORTIS ADVISORS, LLC has approximately 7 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Derek Brock Boles
WAYNE, PA

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