Adam Lawrence Smith
Investment adviser representative at Fortress Private Ledger, LLC
13 yearsExperience
2 statesRegistered in
$584MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Fortress Private Ledger, LLCJun 2024 to now
- Bank of America, N.A.Jun 2018 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Jun 2024
- At&tJun 2015 to May 2018
- Pro Services IncJul 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Fortress Private Ledger, LLC
$584MAssets managed
704Clients
19Advisers
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
- 6962103
- Firm CRD
- 290298