David Lewis Monk
Investment adviser representative at Fortress Private Ledger, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Fortress Private Ledger, LLCJun 2026 to now
- Lexington BarbecueNov 2024 to now
- Sparta Wealth PartnersSep 2024 to Jun 2026
- UnemployedJun 2024 to Sep 2024
- MML Investors Services LLCNov 2022 to Jun 2024
- Massmutual Life Insurance CompanyApr 2022 to Jun 2024
- UnemployedJan 2022 to Apr 2022
- New York LifeNov 2020 to Jan 2022
- UnemployedFeb 2020 to Nov 2020
- Lexington BarbecueNov 2012 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7319228
- Firm CRD
- 290298