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Inactive

Kristin Marie Greenleaf

Fortitude Family Office

Scottsdale, AZ

CRD 2924693

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Employer firm

Fortitude Family Office CRD 317615

$1.00B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES

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

Current Employers
Fortitude Family Office

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-02-03
  • AZ RA
    APPROVED
    Since 2023-02-03

Branch Locations

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256 • 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
Rowland Carmichael Advisors, Inc. Scottsdale AZ 04/2013 05/2018
Rowland Carmichael Advisors, Inc. Scottsdale AZ 05/2018 Present
Rowland Carmichael Scottsdale AZ 04/2013 12/2019
Mercer Advisors Scottsdale AZ 01/2020 12/2022
Fortitude Family Office Scottsdale AZ 01/2023 Present
Fortitude Family Office Scottsdale AZ 01/2023 Present
  • 04/2013 → 05/2018
    Rowland Carmichael Advisors, Inc.
    Scottsdale, AZ
  • 05/2018 → Present
    Rowland Carmichael Advisors, Inc.
    Scottsdale, AZ
  • 04/2013 → 12/2019
    Rowland Carmichael
    Scottsdale, AZ
  • 01/2020 → 12/2022
    Mercer Advisors
    Scottsdale, AZ
  • 01/2023 → Present
    Fortitude Family Office
    Scottsdale, AZ
  • 01/2023 → Present
    Fortitude Family Office
    Scottsdale, AZ
Previous Registrations
  • 2014-09-10 → 2021-03-30
    Rowland Carmichael Advisors Inc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-28
  • S65 Uniform Investment Adviser Law Examination
    2014-08-28
Other Names
  • Kristin Biewener
  • Kristin M Kistler
  • Kristin M Biewener
  • Kristin Marie Biewener

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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