DP
DP

David Paul Palladino

3 Years of Experience
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

Southington, CT

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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 Activities

David is involved with Pals Power Washing, a non-investment related power washing business, as an occasional project manager/laborer since 2022. He dedicates time as needed.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.