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Larry Howard Rabinowitz

Forte Capital LLC

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About Larry Howard Rabinowitz

Larry Howard Rabinowitz is an investment advisor representative with Forte Capital LLC. Larry has been in the industry since 1994, and has experience with a wide range of investment products and services. Larry holds a Series 7, 31, 63, 65, and 66 license. Larry is also a Certified Financial Planner.

Firm Information

Larry Rabinowitz 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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Larry Rabinowitz’s Registration & Firm History

NY

04/26/2021 - Present

Forte Capital LLC (ROCHESTER NY)

NY

03/21/2007 - 04/01/2008

J.P. MORGAN SECURITIES INC. (ROCHESTER NY)

NY

09/15/1994 - 01/16/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 04/09/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1994

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Howard Rabinowitz.
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