Amit A Trivedi

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

• 05/2015 → 11/2018
  Foresters Financial Services
  North Haven, CT
• 12/2018 → 08/2025
  Massmutual Life Insurance Company
  Tarrytown, NY
• 12/2018 → 08/2025
  Mml Investors Services, Llc
  Tarrytown, NY
• 08/2025 → Present
  Fortis Capital Advisors Llc
  Praire Village, KS

Previous Registrations

• 2021-10-29 → 2025-08-06
  Mml Investors Services, Llc
  Tarrytown, NY
  Woodbury, NY
  Middlebury, CT

Other Businesses

1) Independent Insurance Agent, Investment-related; residential address on file, Fixed Insurance Sales, Insurance Broker, Start: 6/6/2024, 10 Hours per month, 0 During Trading hours, Selling fixed Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29
• S63 Uniform Securities Agent State Law Examination
  2015-07-08