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Paul Easa Misleh

Fortis Capital Management LLC

Bellevue, WA

CRD 6378860

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Employer firm

Fortis Capital Management LLC CRD 172198

$1.16B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Fortis Capital Management Llc

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-09-03
  • WA RA
    APPROVED
    Since 2014-09-03

Branch Locations

3600 136Th Pl Se Suite 270, Bellevue, WA 98006 • 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
OrganizationCityStateFromTo
Fortis Capital Management Llc Seattle WA 08/2014 Present
Other Businesses

CURRENTLY AN EMPLOYEE OF ERNST & YOUNG LLP, HOWEVER, HAS GIVEN NOTICE OF RESIGNATION AND IS LEAVING THE COMPANY AT THE END OF AUGUST TO FOUND AND WORK ON FORTIS CAPITAL MANAGEMENT FULL TIME. THEREFORE, UNTIL THE END OF AUGUST, THE TYPE OF WORK CONDUCTED FOR ERNST & YOUNG WILL BE CONDUCTING BIG DATA ANALYTICS AS THE SENIOR MANAGER OF THE TRANSACTION ADVISORY GROUP. UNTIL THE END OF AUGUST, THE WORK WILL BE CONDUCTED AT FULL TIME, 40 HOURS/WEEK UNTIL THE END OF AUGUST WHERE THERE WILL BE NO ADDITIONAL TIME SPENT ON IT AND PAUL WILL BE FULL TIME FOCUSED ON FORTIS.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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