Chad Terry Joshpe

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

• 02/2008 → 03/2017
  Metlife Securities Inc
  New York, NY
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Sutton, NH
• 03/2017 → Present
  Mml Investors Services, Llc
  Sutton, NH

Previous Registrations

• 2017-03-25 → 2024-09-06
  Mml Investors Services, Llc
  New York, NY
  Tarrytown, NY
  Brookfield, CT
  Sutton, NH
• 2014-02-05 → 2017-03-25
  Msi Financial Services, Inc.
  New York, NY
  New York, NY
  Newtown, CT

Other Businesses

1.Name: Josphe Financial Inv rel: Y Add: At Residential Address Nature: Outside Insurance Position: Outside Insurance Start date: 02/01/2022 No. HR/MO: 2 No. HR/MO during sec trading: 1 Describe Duties: Life, Accident, Health, and Fixed Annuities 2. Name: Chad Josphe Inv rel: N Add: Residential Address Nature: Motivational Speaker/Coach Position: Sole Proprietor Start date: 07/2017 No. HR/MO:10 No. HR/MO during sec trading: 0 Describe duties: motivational speaking events 3. Name: Joshpe Family Farm, Inv Rel:N Addr: @ Residential Address on file, Nature: Farm and rental property, Position: Farmer/owner, Start: 4/15/2023, No Hr/Mo: 10 No Hr/Mo Dur Trading:0 Duties: Growing and selling fruits and vegetables and renting property on farm. 4. Kearsarge Regional School, non-investment related, 114 Cougar Court, New London, NH 03257, Nature: school athletics, Position: Youth sports coach, Start 09/2024, 30 hours per month outside of trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant