Meridith Louise Hutchens
Investment adviser representative at Fortis Portfolio Solutions, LLC
13 yearsExperience
4 statesRegistered in
$140MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Fortis Portfolio Solutions, LLCMay 2017 to now
- Corecap AdvisorsMay 2017 to now
- Crossroads Advisory Group, Inc.Sep 2008 to now
- Corecap InvestmentsMay 2017 to Aug 2021
- Polaris Greystone Financial Group, LLCNov 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, IL, NH, TX).
Fortis Portfolio Solutions, LLC
$140MAssets managed
276Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2370626
- Firm CRD
- 314886