Fortress Private Ledger, LLC

Overview

Fortress Private Ledger, LLC is a Broker Dealer and registered investment adviser based in Raleigh, NC, registered since 2018. It reports $584M in assets under management across 1,528 accounts, with 22 employees. Its 27 registered representatives work across 2 branch offices in 1 state.

Reported AUM

$584M

Discretionary

98%

Accounts

1,528

Average account

$382K

Employees

22

Registered reps

27

Branch offices

2

Registered since

2018

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Other
• Private Placements
• Retirement/Pension Products
• Stock
• U.S Government Securities Broker
• 1 more

Executive officers 3 of 3

• Joseph Nicholas Grabar III Chief Executive Officer, Chief Compliance Officer, Trustee CRD 2776181
• Ana R Carter Financial and Operations Principal, Chief Financial Officer, Principal Financial Officer CRD 4424794
• Christopher Joseph Gure Owner CRD 6339890

Registered reps 3 of 27

• Rachel Alexandra Bass Insurance Agent · Registered Rep CRD 7229729
• Kevin Grant Brown Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7386015
• Michael S Bucceri Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1970612

24 more registered reps, with emails, phones and branch locations

Location

Headquarters

3110 Edwards Mill Rd Ste 200
Raleigh, NC 27612

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Branch offices

2 in 1 state, including Pinehurst, NC

Registrations

• SEC registered, limited liability company formed in North Carolina
• Registered in 35 jurisdictions
• Website: fortressfinancialpartners.com

Every state, with registration dates

Similar firms near Raleigh

• CaptrustRaleigh, NC$1.2T AUM
• QHP Capital, L.P.Raleigh, NC$4.6B AUM
• Plexus CapitalRaleigh, NC$3.8B AUM
• Guardian Wealth Advisors, LLCRaleigh, NC$2.7B AUM
• First Citizens Investor Services, Inc.Raleigh, NC$2.6B AUM