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 limited liability company and has been SEC-registered since 1997. The firm is individually owned and is classified as "unclassified" in the snapshot data. It does not identify as a capital allocator, is not marked as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. No information about its client mix, fee schedule, specific business lines, or advisory activities was provided in the source data.

Assets & Accounts

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 18

Raymond Massey
Founder and CEOCRD 4175903
Trevor Cross
Chief Compliance OfficerCRD 6977085
Herbert Chen
CEO, Senior Financial AdvisorCRD 6253062

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Contacts

3 of 234

Augustus Martz
FounderCRD 5648121
Christopher Bacon
Financial AdvisorCRD 5676016
Nicole Brewer
Investment Advisor Representative and Registered RepresentativeCRD 5685374