Daniel John Petrie

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

• 11/2015 → 01/2026
  Seraphim Capital Management
  Morristown, NJ
• 01/2023 → 02/2023
  Lpl Financial Llc
  Morristown, NJ
• 01/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2017-02-15 → 2026-02-05
  Seraphim Capital Management, Llc
  Morristown, NJ
  Blauvelt, NY
• 2023-01-06 → 2023-02-03
  Lpl Financial Llc
  San Diego, CA
  Morristown, NJ
• 2015-12-28 → 2016-12-31
  Seraphim Capital Management, Llc
  Morristown, NJ
• 2009-03-12 → 2015-11-11
  Wells Fargo Clearing Services, Llc
  Morristown, NJ

Other Businesses

1) Fairleigh Dickinson University, 1000 River Road, Teaneck, NJ 07666, not investment related, college professor, start 2019, 40 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-03
• S63 Uniform Securities Agent State Law Examination
  1990-07-16

Other Names

• Daniel John Petrie