Marlene D Musso

Current Employers

Fortis Advisors, Llc

656 E. Swedesford Road Suite 330, Wayne, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2013-11-19

PA RA
APPROVED

Since 2013-11-19

Branch Locations

656 E. Swedesford Road Suite 330, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fortis Advisors, Llc	Wayne	PA	08/2013	Present
Fortis Family Office, Llc	Wayne	PA	07/2013	Present

08/2013 → Present

Fortis Advisors, Llc

Wayne, PA
07/2013 → Present

Fortis Family Office, Llc

Wayne, PA

Other Businesses

FAMILY ACCOUNTANT AT FORTIS PARTNERS, LLC; FORTIS PARTNERS PROVIDES FAMILY OFFICE SERVICES TO HIGH NET WORTH CLIENTS; MY POSITION INVOLVES DAY TO DAY BOOKKEEPING, CASH FLOW MANAGEMENT, CONCIERGE SERVICES TO MULTIPLE FAMILIES; THE NUMBER OF HOURS PER MONTH I ENGAGE IN THESE ACTIVITIES IS APPROXIMATELY 100 (6 HOURS PER DAY.)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-11-18

S65 Uniform Investment Adviser Law Examination

2013-11-18

View on SEC IAPD

Current Employers

Fortis Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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