Unclaimed Profile

Miles Slocum Fortas

GAVION, LLC·MEMPHIS, Tennessee

Series 27, Series 28, Series 65Clean record5 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 4348768Firm CRD# 167807

Profile Verification

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

Identity

Miles Slocum Fortas · MEMPHIS, TN

Registration

CRD #4348768 · GAVION, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Sep 2020 – present

Registrations & Exams

FINRA examinations passed

Series 27

Series 28

Series 65

Registration record

First registered · September 23, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

Speak with Miles

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

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

Looking for a financial advisor in MEMPHIS?

Browse all registered financial advisors in MEMPHIS, Tennessee or claim this profile if it's yours.

Browse MEMPHIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Miles Slocum Fortas offer?

Miles Slocum Fortas specializes in Retirement Planning. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Miles Slocum Fortas's credentials?

Miles Slocum Fortas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miles Slocum Fortas located?

Miles Slocum Fortas is based in MEMPHIS, Tennessee, working with GAVION, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Miles Slocum Fortas charge for services?

Miles Slocum Fortas's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M 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 →