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Joseph William Gallagher

Fortis Capital Advisors, LLC

Altamonte Springs, FL

Prairie Village, KS

CRD 2735506

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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:

Current Employers
Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-14
  • FL RA
    APPROVED
    Since 2026-08-14

Branch Locations

1180 Spring Centre S Blvd. Suite 202, Altamonte Springs, FL 32714 • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Kovack Securities, Inc. Fort Lauderdale FL 02/2014 07/2026
Kovack Advisors, Inc. Fort Lauderdale FL 02/2014 07/2026
Fortis Capital Advisors Llc Prairie Village KS 07/2026 Present
Previous Registrations
  • 2014-03-04 → 2026-08-05
    Ft. Lauderdale, FL
    Altamonte Springs, FL
  • 2011-11-03 → 2014-03-12
    Securian Financial Services, Inc.
    Maitland, FL
  • 2002-10-31 → 2003-01-29
    Altamonte Springs, FL
Other Businesses

1) DBA: GC WEALTH MANAGEMENT, LLC - 1180 SPRING CENTRE S. BLVD SUITE 202 ALTAMONTE SPRINGS, FL 32714; DBA SECURITIES, ADVISORY, INSURANCE; INVESTMENT RELATED; MANAGING PARTNER; FINANCIAL PLANNING; 84% OF TIME SPENT 2) ALI'S HOPE FOUNDATION - 1180 SPRING CENTRE S. BLVD., SUITE 210, FL 32714; NON-PROFIT RAISING MONEY TO OFFER GRANTS TO PROGRAMS THAT ASSIST YOUNG ADULTS NEWLY DIAGNOSED WITH ILLNESS; NON INVESTMENT RELATED; FOUNDER/PRESIDENT; TO RAISE AWARENESS AND ADVOCATE FOR YOUNG ADULTS DIAGNOSED WITH ILLNESS; 8% OF TIME SPENT 3) Gallagher Group Wealth Management P.A. - 1015 Terry Drive, Altamonte Springs, FL 32714; Insurance; Investment Related; President; Sales; 0% of time spent 4) NOTARY - 180 SPRING CENTRE S. BLVD SUITE 202 ALTAMONTE SPRINGS, FL 32714; NON-INVESTMENT RELATED; START DATE DECEMBER 6, 2023; NOTARY; NOTARIZED DOCUMENTS AS NEEDED; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS; 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-01
S63 Uniform Securities Agent State Law Examination 1999-08-13
  • S65 Uniform Investment Adviser Law Examination
    2011-11-01
  • S63 Uniform Securities Agent State Law Examination
    1999-08-13
Other Names
  • Joe Gallagher
  • Joseph W Gallagher

View on SEC IAPD

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