Jeffrey Polanco
Investment adviser representative at Fortis Capital Advisors, LLC
13 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
13 years in the industry.
- Fortis Capital Advisors, LLCAug 2021 to now
- UnemployedMar 2021 to Aug 2021
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2021
- Northwestern Mutual Investment Services, LLCJul 2013 to Feb 2021
- Northwestern Mutual Life Insurance CompanyJan 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6146571
- Firm CRD
- 309709