Fortis Group Advisors LLC

Overview

Fortis Group Advisors LLC is an SEC registered investment adviser based in Westwood, NJ, registered since 2018. It reports $822M in assets under management across 5,234 accounts, with 29 employees. It has 25 investment adviser representatives.

Reported AUM

$822M

Discretionary

97%

Accounts

5,234

Average account

$157K

Employees

29

Advisory reps

25

Registered since

2018

Jurisdictions

31

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• Austin William Sweerus Chief Compliance Officer CRD 5955088
• Christine Ann Cox Member CRD 5993059
• Christopher Kenneally Member CRD 2646535

3 more executive officers, with direct contact details

Advisory reps 3 of 25

• Christine Ann Cox Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5993059
• Michael Anthony Devizio Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6117158
• Marc Anthony Foti Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4995424

22 more advisory reps, with emails, phones and branch locations

Location

Headquarters

345 Kinderkamack Rd Ste B
Westwood, NJ 07675

County

Bergen

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 31 jurisdictions
• Website: fortisgroupadvisors.com

Every state, with registration dates

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