Loriann Low
Forte Asset Management · Bedford, New York
Loriann Low is a fee-only financial advisor at Forte Asset Management in Bedford, New York. Forte Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Loriann →
Facts
| Firm | Forte Asset Management |
|---|---|
| Based in | Bedford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $322.3M across 155 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2356546 |
| Exams passed | Series 63 (1995) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.forteassets.com |
How Loriann's firm compares
- Forte Asset Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 155 accounts).
Request an introduction to Loriann
Tell Loriann a little about what you're looking for. Loriann isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Loriann
Is Loriann Low a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loriann holds no broker registration, and Forte Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Loriann charge for financial advice?
Loriann's firm, Forte Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Loriann Low based?
Loriann Low is based in Bedford, New York.
Is Loriann Low registered with the SEC?
Yes. Loriann Low is registered as an investment adviser representative in NY (CRD 2356546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forte Asset Management manage?
Forte Asset Management reports $322.3M across 155 accounts in assets under management.
How do I contact Loriann Low?
Through Loriann's website, www.forteassets.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.
See something wrong? Request a correction. Read our methodology.