Roman Moldavsky

Current Employers

Employment History

• 06/2014 → 03/2017
  Metlife Securities
  New York, NY
• 03/2017 → 06/2020
  Mml Investors Services, Llc
  New York, NY
• 07/2016 → 06/2020
  Massmutual Life Insurance Company
  New York, NY
• 07/2016 → Present
  Fortis Lux Financial, Inc
  New York, NY
• 10/2018 → Present
  Fortis Strategic Partners
  New York, NY
• 06/2020 → Present
  Fortis Capital Advisors, Llc
  Kansas City, KS
• 06/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1.) Fortis Capital Advisors, LLC. Investment Related. At registered location, registered investment advisor, Chief Executive Officer and Investment Advisor Representative, start 06/2020. 160 hours per month during trading hours. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. start 6/2025. 10 hours per month during trading hours, Provide insurance advice based on the needs of client(s). 3.) Tutum. Strategies, LLC. Non-Investment Related. 96 East Main St. Little Falls NY, 10170. Accounting/Bookkeeping. COO. 1/2022. 10. 5. Support the day-to-day operations of the business. 4.) Fortis Lux Insurance Agency. Investment related. 420 Lexington Ave New York NY, 10170. Insurance. Member/agent. 12/2017. 2. 2. P&C licensed entity for use when needed to sell and receive compensation on property and casualty products. I oversee the entity's operations. 5.) Fortis Strategic Partners. Investment Related. 450 Lexington Ave, #4414 New York NY, 10163. Insurance. Agent. 10/2018. 30. 5. Insurance Brokerage Agency selling life, disability Insurance and annuities through a network of insurance agents 6.) 1328 N 7th St LLC. Investment Related. 1328 N 7th St Philadelphia PA, 19122. Real Estate Rental. Owner. 5/2024. 5. 0. Own a multi apartment building with 3 rental units. 7.) Endgame Consulting, LLC. Non-Investment Related. residential address, Operating LLC. Owner. 6/2021. 5. 5. Pass through entity for tax purposes. 8.) Arla Management LLC. Investment Related. residential address, Real Estate Rental. Member. 3/2023. 1. 0. Passive Investment in Real Estate Development LLC. 9.) Network 1 Private Wealth Management, LLC. Investment Related. 96 E Main Street Little Falls NJ 07424. RIA Employee. Vice President. 10/2023. 5. 0. Operational Support. 10.) Fortis Tax Services, LLC. Non-Investment Related. 420 Lexington Ave, Suite 2510 New York NY 10170. CPA/Accounting. Owner. 6/2025. 10. 5. Small ownership and some operational support in tax preparation and accounting business. 11) Timberpoint Alternatives, investment-related, 555 Pleasantville Rd Suite N202, Briarcliff Manor, NY. Alternative consulting and due diligence firm for other RIAs, start 03/2026, partial owner, 2 hours during trading hours. 12) Timber Point Capital Alternatives, LLC. Investment-related. 4 Westchester Park Dr, White Plains NY 10604. Financial Advisor. Start date: 12/2025. 1 hrs/month; none during trading hours. Provide due diligence for alternative investments for clients.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27