Viswanathan Venugopala

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

• 10/2013 → 06/2024
  Citigroup
  New York, NY
• 08/2024 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2014-08-05 → 2024-07-01
  Citigroup Global Markets Inc.
  New York, NY
  Stamford, CT
  New York, NY
  Stamford, CT
  Tampa, FL
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Princeton, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-10-30

Designations

• Chartered Financial Analyst

Other Names

• Vish Venugopala