William Dean Cotton
Investment adviser representative at Fortress Private Ledger, LLC
10 yearsExperience
8 statesRegistered in
$584MFirm assets
6 yearsFirm in business
Are you William Dean Cotton? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fortress Private Ledger, LLCNov 2024 to now
- LPL Financial LLCSep 2017 to Nov 2024
- S2k Financial LLCJan 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 8 states (AZ, DC, MD, MS, NH, OK, TX, VA).
Fortress Private Ledger, LLC
$584MAssets managed
704Clients
19Advisers
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
- 4177769
- Firm CRD
- 290298