Joseph William Gallagher
Investment adviser representative at Fortis Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 yearsFirm in business
Are you Joseph William Gallagher? Claim your profile
Contact this firm
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
12 years in the industry.
- Fortis Capital Advisors, LLCJul 2026 to now
- Kovack Advisors, Inc.Feb 2014 to Jul 2026
- Kovack Securities, Inc.Feb 2014 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2735506
- Firm CRD
- 309709