Jeffrey Garrett Van Siclen

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

• 10/2014 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → 12/2024
  Mcadam, Llc
  Hingham, MA
• 01/2025 → Present
  Fortis Capital Advisors, Llc Dba Lrvs Advisory Group, Llc
  Praire Village, KS

Previous Registrations

• 2014-10-03 → 2025-01-03
  Mcadam Llc
  Boston, MA
  Radnor, PA
  Hingham, MA
• 2012-09-17 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Boston, MA
  Tysons Corner, VA

Other Businesses

1. Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC. Investment Related. At Registered Location. RIA. Partner/Co-Owner/IAR. Start Date: 12/2024. 160 hrs/ month; all during trading hours. Financial Planning & Wealth Management 2. Fixed Insurance. Investment Related. 72 Sharp Street, Suite A9, Hingham MA 02043. Fixed/ Traditional Insurance. Agent. Start Date: 10/03/2014. 1 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) LRVS 72 Sharp, LLC, Investment related, 72 Sharp Street, Suite A9, Hingham MA 02043, commercial real estate, owner/member, 1 hour per month, 11/2019 start. 4) JVS Financial LLC, Investment related, 72 Sharp Street, Suite A9, Hingham MA 02043, owner, Start 01/2025, 0 hour per month, for tax purposes only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-07
• S63 Uniform Securities Agent State Law Examination
  2012-08-10

Designations

• Certified Financial Planner