Melissa Gambill Day

Employer firm

Fortis Capital Advisors, LLC CRD 309709

$1.62B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 04/2023
  Horizon Financial Services, Llc
  Winston Salem, NC
• 01/2010 → 12/2017
  New Horizon Financial Services, Inc.
  Winston Salem, NC
• 09/2011 → 12/2017
  Horizon Financial Services, Llc
  Winston Salem, NC
• 07/2016 → 04/2023
  New Horizon Financial Services, Inc.
  Winston Salem, NC
• 06/2013 → 04/2023
  Horizon Financial Services, Llc
  Winston Salem, NC
• 06/2023 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2015-01-16 → 2023-04-21
  Horizon Financial Services, Llc
  Winston Salem, NC

Other Businesses

1) Sales of fixed insurance products; investment related; Winston Salem, NC; Insurance services and Products; Insurance Agent; 07/2017; 10 hours/month and 10 hours/month during trading hours; sale of insurance products and services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-20
• S63 Uniform Securities Agent State Law Examination
  2002-06-20

Other Names

• Melissa Anne Gambill
• Melissa Anne Gambill
• Melissa Gambill Cundiff
• Melissa Chadwick
• Melissa Gambill Chadwick