Laurence Ray Donohue
Investment adviser representative at Fortis Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Fortis Capital Management LLCApr 2025 to now
- Bank of America, N.A.Dec 2020 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Mar 2025
- UnemployedJun 2020 to Aug 2020
- Eisntein's BagelsSep 2019 to Mar 2020
- Merrill Lynch Pierce Fenner & SmithMay 2018 to Jan 2019
- Fairmont OlympicMay 2017 to Jan 2020
- Washington State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fortis Capital Management LLC
$1.2BAssets managed
688Clients
15Advisers
8 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
- 6949590
- Firm CRD
- 172198