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Joshua David Zorger

Fortitude Private Wealth

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About Joshua David Zorger

Joshua Zorger is a financial advisor with Fortitude Private Wealth. He has been in the industry for over 13 years and has experience working with both high-net-worth individuals and individuals other than high-net-worth. Joshua specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Joshua Zorger is currently registered with Fortitude Private Wealth. Fortitude Private Wealth is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services for individuals and businesses, including high-net-worth individuals. They have approximately $95.4 million in regulatory assets under management.

$95.44M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Joshua Zorger’s Registration & Firm History

IN

05/26/2021 - Present

Fortitude Private Wealth (CARMEL IN)

IN

07/31/2014 - 11/07/2017

LPL FINANCIAL LLC (CARMEL IN)

IN

09/27/2013 - 08/04/2014

RAYMOND JAMES FINANCIAL SERVICES, INC. (CARMEL IN)

IN

03/29/2007 - 10/17/2013

LPL FINANCIAL LLC (CARMEL IN)

IL

03/03/2004 - 03/30/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 03/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Zorger.
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