Marlene D Musso

Employer firm

Fortis Advisors, LLC CRD 164498

$584M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2013-11-18