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Fortress Private Ledger, LLC CRD 290298
$584M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3110 Edwards Mill Rd Suite 200, Raleigh, NC 27612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-13 |
Branch Locations
3110 Edwards Mill Rd Ste 200, Raleigh, NC 27612 • United States
101 Suffolk Avenue, Richlands, VA 24641 • United States
3110 Edwards Mill Rd, Ste 200, Raleigh, NC 27612
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trupoint Bank | Grundy | VA | 01/2006 | 04/2022 |
| Hometown Retirement Strategies, Llc | Richlands | VA | 04/2022 | Present |
Mr Butcher sells fixed life and annuity insurance through his dba, Hometown Retirement Strategies located at 101 Suffolk Ave. Richlands, VA 24641. It is not investment related. This business began in December 2021. Mr. Butcher spends approximately 30 hours per week on this business of which about 15 are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-12 |
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