Derek Boles has been President of Fortis Advisors since August 2013, is a control person of the firm and directly owns under 5% of it. Derek Boles holds a B.A. from James Madison University, a J.D. from Villanova University and a Master of Laws in Taxation from Villanova University.
Fortis Advisors, LLC is a Wayne, PA firm with $584M under management, 91 clients and 3 advisers in one office, as of its March 2026 filing.
Derek Boles is a Managing Partner of Fortis Family Office and chairs the Fortis Executive Committee and the Board of Advisors. He is responsible for guiding and growing the organization while personally advising several of the firm's more complex client engagements. His work integrates the disciplines of finance, tax and law, and he has 20 years of industry experience.
Derek Boles’ longest registration is the current one, 12 years at Fortis Advisors since 2014. Before joining Fortis Advisors in 2014, Derek Boles was registered through SSN Advisory, Inc.
- Fortis Advisors, LLCCurrent– present · 12 yearsWayne, PA · Adviser representative · Firm CRD 164498
- SSN Advisory, Inc.– · 2 yearsKing of Prussia, PA · Adviser representative · Firm CRD 126090
Investment adviser representative registrations
Derek Boles is registered as an investment adviser representative in 2 states. The first approvals date from January 2014; the most recent is Illinois, in September 2014.
- IllinoisSince 4 September 2014
- PennsylvaniaSince 30 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2014 |
| Series 66 | Uniform Combined State Law Examination | 6 September 2002 |
| Series 7 | General Securities Representative Examination | 4 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Derek Brock Boles
- CRD
- 4266820
- Firm
- Fortis Advisors · CRD 164498
- Role
- President
- Office
- 656 E. SWEDESFORD ROAD, SUITE 330, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortisfamilyoffice.com
Where does Derek Boles work?
Derek Boles has been President of Fortis Advisors, LLC since August 2013, and is a control person of the firm.
Is Derek Boles a financial advisor?
Yes. Derek Boles has a current investment-adviser registration in Illinois and Pennsylvania, through Fortis Advisors since January 2014.
How many years of experience does Derek Boles have?
Derek Boles has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Derek Boles passed?
Derek Boles has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 65. The earliest, the Series 6, was passed in September 2000.
Where did Derek Boles work before Fortis Advisors?
Before Fortis Advisors, Derek Boles was registered through SSN Advisory, Inc., August 2005 to January 2008.
Where is Derek Boles based?
Derek Boles’ registered office is in Wayne, PA.
Is Derek Boles registered with FINRA?
No. Derek Boles has no current broker registration.
How can I verify Derek Boles’ record?
Search CRD 4266820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Boles’ full registration record.