Alfred Fortunato
Allegory Advisory · New York, New York
Alfred Fortunato is a fee-only financial advisor at Allegory Advisory in New York, New York. Allegory Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Allegory Advisory |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $34.6M across 49 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5577412 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.allegoryadvisory.com |
How Alfred's firm compares
- Allegory Advisory's average account is about $706,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Alfred
Is Alfred Fortunato a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alfred holds no broker registration, and Allegory Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alfred charge for financial advice?
Alfred's firm, Allegory Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Alfred Fortunato based?
Alfred Fortunato is based in New York, New York.
Is Alfred Fortunato registered with the SEC?
Yes. Alfred Fortunato is registered as an investment adviser representative in NY and TX (CRD 5577412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allegory Advisory manage?
Allegory Advisory reports $34.6M across 49 accounts in assets under management.
How do I contact Alfred Fortunato?
Through Alfred's website, www.allegoryadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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