Best Investors Account Sign in
Inactive

Jay Warren Furst

Forteris Wealth Management, Inc.

Armonk, NY

CRD 1775883

Claim This Profile
Employer firm

Forteris Wealth Management, Inc. CRD 108314

$219M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Forteris Wealth Management, Inc.

200 Business Park Drive Suite 211, Armonk, NY 10504 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-18
  • NY RA
    APPROVED
    Since 2021-07-18

Branch Locations

200 Business Park Drive Suite 211, Armonk, NY 10504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Forteris Wealth Management Inc Armonk NY 07/1993 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-24
  • S63 Uniform Securities Agent State Law Examination
    1987-11-24

View on SEC IAPD

Nearby Firms

PINNACLE FINANCIAL SERVICES, LLC
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

LESTER MICHAEL WOHL
JAY NEIDER
JEFFREY MILTON BERNSTEIN

Nearby Offices

PINNACLE FINANCIAL SERVICES, LLC · ARMONK, NY
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT · ARMONK, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ARMONK, NY

More in Armonk, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor