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Christopher Anthony Cardali

Forte Capital LLC

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About Christopher Anthony Cardali

Christopher Anthony Cardali is an investment advisor representative at Forte Capital LLC, located in Rochester, New York. Christopher has been in the industry since 1994. Christopher specializes in retirement planning, college planning, and investment management. Christopher has experience working with individual investors, families, and businesses. Christopher is licensed to provide investment advisory services in New York.

Firm Information

Christopher Cardali is currently registered with Forte Capital LLC. Forte Capital LLC is an investment advisor registered with the SEC. The firm, headquartered in Rochester, NY, manages approximately $1.3 billion in assets for various client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer investment consulting services, financial planning, and educational seminars.
Forte Capital LLC

400 LINDEN OAKS

ROCHESTER, NY 14625

$1.28B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Cardali’s Registration & Firm History

NY

05/21/2021 - Present

Forte Capital LLC (ROCHESTER NY)

NY

11/23/2012 - 04/25/2013

HSBC SECURITIES (USA) INC. (GARDEN CITY NY)

NY

05/10/2005 - 02/23/2012

TD AMERITRADE, INC. (MELVILLE NY)

NE

11/09/1995 - 06/17/2003

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NA

10/20/1994 - 03/28/1995

KENSINGTON WELLS INCORPORATED

NA

08/17/1994 - 10/04/1994

KENSINGTON WELLS INCORPORATED

NY

07/19/1994 - 08/12/1994

THE HARRIMAN GROUP, INC. (JERICHO NY)

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Licenses & Designations

BOTH

Issued 02/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Anthony Cardali.
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