Colleen Kelly is a control person of Fortis Advisors and directly owns under 5% of it.
Fortis Advisors is an investment adviser based in Wayne, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and other investment advisers. Its regulatory assets under management total $584 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2477857
- Firm
- Fortis Advisors · CRD 164498
- Role
- Chief Compliance Officer
- In role since
- November 2017 · 8 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Wayne, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Colleen Kelly work?
Colleen Kelly has been Chief Compliance Officer of Fortis Advisors, LLC since November 2017, and is a control person of the firm.
How can I verify Colleen Kelly’s record?
Colleen Kelly’s role is listed on Fortis Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 164498.
