AT
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Amit a Trivedi

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

120 White Plains Road, Suite 601, Tarrytown, NY, 10591

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amit works as an insurance broker since June 2024, dedicating a few hours per week to this activity. He sells life, disability, long-term care, fixed annuities, and health insurance.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
August 2025 - Present · 6 mos
Previous Registrations
MML Investors Services, LLC
October 2021 - August 2025 · 3 yrs 10 mos
MML Investors Services, LLCBroker
January 2019 - August 2025 · 6 yrs 7 mos
Foresters Financial Services, INC.Broker
June 2015 - November 2018 · 3 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.