David Cleary
Investment adviser representative at Fortis Capital Advisors, LLC
32 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Fortis Capital Advisors, LLCJan 2024 to now
- Timber Point Capital ManagementMar 2020 to now
- Ipi Wealth Management, Inc.Feb 2022 to Feb 2024
- Crow Point PartnersSep 2017 to Mar 2020
- Lazard Asset Management Securities LLCApr 2004 to Sep 2017
- #ia Lazard Asset ManagementMar 1994 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fortis Capital Advisors, LLC
$1.6BAssets managed
2,171Clients
70Advisers
6 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
- 2480484
- Firm CRD
- 309709