Heather Robertson Fortner has been Chief Executive Officer (CEO) / Member of SignatureFD since March 2006, is a control person of the firm and directly owns between 5% and 10% of it.
Signaturefd, LLC is an Atlanta, GA firm with $9.68B under management, 1,913 clients and 50 advisers across 2 offices, as of its March 2026 filing.
Investment adviser representative registrations
Heather Robertson Fortner is registered as an investment adviser representative in Georgia, since April 2007.
- GeorgiaSince 27 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Heather A Robertson Fortner
- CRD
- 5123016
- Firm
- SignatureFD · CRD 112758
- Role
- Chief Executive Officer (CEO) / Member
- Office
- 1230 PEACHTREE STREET, NE, SUITE 1800, Atlanta, GA 30309
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Heather Robertson Fortner work?
Heather Robertson Fortner has been Chief Executive Officer (CEO) / Member of Signaturefd, LLC since March 2006, and is a control person of the firm.
Is Heather Robertson Fortner a financial advisor?
Yes. Heather Robertson Fortner has a current investment-adviser registration in Georgia, through SignatureFD since April 2007.
How many years of experience does Heather Robertson Fortner have?
Heather Robertson Fortner has 19 years in the financial industry, since April 2007, across 1 adviser firm.
What exams has Heather Robertson Fortner passed?
Heather Robertson Fortner passed the Series 65 in September 2006.
Where is Heather Robertson Fortner based?
Heather Robertson Fortner’s registered office is in Atlanta, GA.
Is Heather Robertson Fortner registered with FINRA?
No. Heather Robertson Fortner has no current broker registration.
How can I verify Heather Robertson Fortner’s record?
Search CRD 5123016 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Robertson Fortner’s full registration record.
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