Albert Aaron Berg
Investment adviser representative at Fortis Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
6 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 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
10 years in the industry.
- Green Vista Capital, LLCDec 2024 to now
- Fortis Capital Advisors, LLCNov 2024 to now
- Great Point Capital, LLCNov 2024 to Nov 2024
- Metric Financial LLC.Jun 2023 to Nov 2024
- Belpointe Asset Management, LLCSep 2021 to Nov 2024
- D.H. Hill Securities, LllpSep 2021 to Oct 2022
- Kestra Investment Services, LLCOct 2017 to Sep 2021
- PNC Investments, LLCJun 2017 to Oct 2017
- Palmetto Premier AdvisorsFeb 2017 to May 2017
- Southeast Investments, N.C. Inc.Aug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5640255
- Firm CRD
- 309709