Karol Krucinski
Investment adviser representative at Fortis Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm 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 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
12 years in the industry.
- Fortis Capital Advisors, LLCJan 2021 to now
- Fortis Lux Wealth ManagementJan 2019 to Dec 2020
- MareaAug 2014 to Jun 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7427155
- Firm CRD
- 309709