Austin William Sweerus

Employer firm

Fortis Group Advisors LLC CRD 290427

$822M regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Freehold, NJ
• 02/2018 → Present
  Fortis Group Advisors, Llc
  Freehold, NJ

Previous Registrations

• 2012-01-09 → 2018-02-20
  Invest Financial Corporation
  Freehold, NJ
  Appleton, WI

Other Businesses

1. 02/14/2018 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2010. 2. 02/14/2018 - Christopher Edwards Financial Associates LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2008. 3. 4/11/2018 - Fortis Group Advisors, LLC - DBA: (HYBRID) Fortis Group Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 120 Hours Per Month - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/08/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2018 - 160 Hours per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-01-05