FORTUNE FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1997

Total AUM

—

Advisory reps

252

Avg account

Firm details

Headquarters: Monaca, Pennsylvania
CRD number: 42150
Registered since: February 18, 1997
Website: fortunefinancialservices.com

Firm profile

FINTRX

Overview

Fortune Financial Services, Inc. is organized as a corporation and has been registered with the SEC since 1997. FINTRX classifies the firm as unclassified and lists an individual as the owner type. Publicly available profile fields for business activities, advisory focus, client segments and fee arrangements are not populated in the FINTRX record. The dataset flags several negative attributes rather than affirmative specialties: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. Those entries, combined with the absence of descriptive disclosures, leave the firm’s investment approach and service model undocumented in the source material.

Assets & Accounts

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 15

SAM DALESANDRO
Chief Executive OfficerCRD 2924782
ROSS HOFFMAN
President, CEOCRD 803445
SHAWN ORSER
President and CEOCRD 2962642

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Contacts

3 of 237

JAMES FOSBRE
Investment Adviser Representative, Registered RepresentativeCRD 2389064
MICHAEL MCPEEK
Registered RepresentativeCRD 1715323
LISA HEINNICKEL
Registered RepresentativeCRD 4137084