Kristin Marie Greenleaf
Investment adviser representative at Fortitude Family Office
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fortitude Family OfficeJan 2023 to now
- Rowland Carmichael Advisors, Inc.Apr 2013 to now
- Mercer AdvisorsJan 2020 to Dec 2022
- Rowland CarmichaelApr 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Fortitude Family Office
Legal name: Fortitude Family Office, LLC
$1.3BAssets managed
412Clients
14Advisers
4 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
- 2924693
- Firm CRD
- 317615