Jacob Sydney Waldman
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.
- Fortis Capital Advisors, LLCJan 2025 to now
- Fortis Capital Advisors, LLC dba Lrvs Advisory Group, LLCJan 2025 to now
- Purshe Kaplan Sterling Investments, IncMar 2020 to now
- Mcadam LLCJan 2020 to Dec 2024
- Hornor Townsend & Kent IncAug 2016 to Jan 2020
- Penn Mutual Life Insurance CoAug 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6205396
- Firm CRD
- 309709