Joshua David Zorger
Investment adviser representative at Fortitude Private Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$126.5MFirm 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
Experience
12 years in the industry.
- Fortitude Private Wealth Inc.Oct 2017 to now
- Level Four Advisory ServicesJul 2014 to Oct 2017
- LPL Financial LLCJul 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IN).
Fortitude Private Wealth
Legal name: Fortitude Private Wealth Inc.
$126.5MAssets managed
67Clients
1Advisers
1 yearIn 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
- 4756974
- Firm CRD
- 290074