Michael Edward Posey

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

• 01/2017 → 12/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Redwood City, CA
• 01/2018 → 05/2019
  New York Life Insurance Co
  San Jose, CA
• 03/2018 → 05/2019
  Nylife Securities Llc
  San Jose, CA
• 05/2016 → 01/2017
  Unemployed
  Los Altos, CA
• 08/2018 → 05/2019
  Eagle Stratagies Llc
  San Jose, CA
• 06/2019 → 02/2023
  Massmutual Life Insurance Company
  Walnut Creek, CA
• 06/2019 → 02/2023
  Mml Investors Services, Llc
  Walnut Creek, CA
• 05/2023 → Present
  Fortis Capital Advisors, Llc
  Reno, NV

Previous Registrations

• 2019-06-25 → 2023-02-03
  Mml Investors Services, Llc
  Fremont, CA
  San Francisco, CA
  Pleasanton, CA
• 2018-08-13 → 2019-05-09
  Eagle Strategies Llc
  San Jose, CA
• 2016-10-05 → 2017-12-21
  Waddell & Reed
  San Mateo, CA
  Seattle, WA

Other Businesses

Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products, start 05/2016, salesperson, <5 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-05

Other Names

• Michael Edward Posey
• Mike Edward Posey
• Michael Posey