Unclaimed Profile

Lynn Vincent Elliott

FORTITER WEALTH MANAGEMENT, LLC·HOUSTON, Texas

Series 7, Series 31, Series 6625 years registeredFORTITER WEALTH MANAGEMENT, LLC

1980 POST OAK BLVD., HOUSTON, TX 77056CRD# 4243505Firm CRD# 169577

Profile Verification

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

Identity

Lynn Vincent Elliott · HOUSTON, TX

Registration

CRD #4243505 · FORTITER WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FORTITER WEALTH MANAGEMENT, LLC

Sep 2014 – present

DEUTSCHE BANK SECURITIES INC.

Jun 2004 – Sep 2014

HOUSTON, TX

ALLIANCE CAPITAL MANAGEMENT L P

Dec 2000 – May 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · December 7, 2000

Years registered · 25

Disclosure History

2008Customer Dispute·Settled

1988Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTITER WEALTH MANAGEMENT, LLC

CRD 169577 · SEC 801-78931

AUM

$327M

Regulatory assets under management

Employees

228 client accounts

Services offered by FORTITER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTITER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lynn Vincent Elliott offer?

Lynn Vincent Elliott specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Lynn Vincent Elliott's credentials?

Lynn Vincent Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Vincent Elliott located?

Lynn Vincent Elliott is based in HOUSTON, Texas, working with FORTITER WEALTH MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Lynn Vincent Elliott charge for services?

Lynn Vincent Elliott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTITER WEALTH MANAGEMENT, LLC?

FORTITER WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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