Fortune Financial Serivces, LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

253

Avg account

Firm details

Headquarters: Monaca, Pennsylvania
CRD number: 42150
Registered since: February 18, 1997
Website: fortunefinancialservices.com

Firm profile

FINTRX

Overview

Fortune Financial Serivces, LLC is organized as a limited liability company and is reported as being owned by an individual. In the dataset the firm is labeled "Unclassified" and several operational flags are negative: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not reported as a related adviser.

Assets & Accounts

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 18

Raymond Massey
Founder and CEOCRD 4175903
Trevor Cross
Chief Compliance OfficerCRD 6977085
Herbert Chen
CEO, Senior Financial AdvisorCRD 6253062

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Contacts

3 of 235

Augustus Martz
Financial AdvisorCRD 5648121
Christopher Bacon
Financial AdvisorCRD 5676016
Nicole Brewer
Investment Advisor Representative and Registered RepresentativeCRD 5685374