Roberto G Buchanan

Employer firm

Fortius Financial Advisors, LLC CRD 128060

$10.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → Present
  Fortius Financial Advisors, Llc
  Salt Lake City, UT
• 03/2013 → Present
  Axiom Financial
  Salt Lake City, UT

Previous Registrations

• 2000-10-16 → 2003-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT

Other Businesses

NUVO VENTURES, LLC: INVESTMENT RELATED, 2711 E SHERWOOD DR SLC UT 84108 SINGLE PURPOSE ENTITY TO HOLD INVESTMENT IN PRIVATE SOFTWATER COMPANY. MANAGING MEMBER AS OF 5/2010 TO MANAGE INVESTMENT WITH MINIMAL TIME REQUIRED. CITIUS VENTURES, LLC: INVESTMENT RELATED, 2711 E SHERWOOD DR. SLC, UT 84108 LLC HOLDING COMPANY INVESTS AND HOLDS MULTIPLE PRIVATE EQUITY POSITIONS. MANAGING MEMBER SINCE 8/2009 WITH CONSULTING AND/OR BOARD DUTIES TO BUSINESS MANAGEMENT...2-5 HOURS PER MONTH AXIOM FINANCIAL, SINCE 3/2013, DIRECTOR OF SALES, 40 HOURS PER WEEK

Exams

• S66 Uniform Combined State Law Examination
  2000-10-03