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RIA / WealthAdvisorChartered Financial Consultant25 years in industry

TIMOTHY STEVEN SMISEK

Advisor at FORTRESS WEALTH GROUP

WINTER SPRING, FL | WINTER PARK, FL

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Search this name across graphsid dfx:ria:28329b7b-4c73-193f-e637-594c823aee1a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTRESS WEALTH GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S66
First exam: Sep 12, 2001
First registration: Sep 13, 2001
Dual registered: no
Other names: T SMISEK
IAPD individual key: 2752765

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTRESS WEALTH GROUP	Independent wealth	Feb 8, 2021	n/a	yes	WINTER PARK, FL\|WINTER SPRING, FL	Current employment
MOORS & CABOT, INC	Bd affiliated wealth	Sep 15, 2014	Jan 5, 2021	no	Maitland, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 25, 2004	Sep 17, 2014	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
MONY SECURITIES CORPORATION	n/a	Sep 13, 2001	Dec 16, 2003	no	WINTER SPRINGS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOORS & CABOT, INC	FORTRESS WEALTH GROUP	Jan 5, 2021	Feb 8, 2021	34	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	MOORS & CABOT, INC	Sep 17, 2014	Sep 15, 2014	-2	Firm change	Other
MONY SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Dec 16, 2003	Feb 25, 2004	71	Firm change	Other

Relationships

Registered with (4)

→ FORTRESS WEALTH GROUPRegistered adviserregistration: current employment
Feb 8, 2021 to presentfactForm ADV
→ MOORS & CABOT, INCRegistered adviserregistration: previous registration
Sep 15, 2014 to Jan 5, 2021factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 25, 2004 to Sep 17, 2014factForm ADV
→ MONY SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 13, 2001 to Dec 16, 2003factForm ADV

Dated events

No dated event names this entity yet.