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Current Employers
Fortis Group Advisors Llc

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-14
NJ RA APPROVED 2019-09-03
  • TX RA
    APPROVED_RES
    Since 2024-10-14
  • NJ RA
    APPROVED
    Since 2019-09-03

Branch Locations

345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States

101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Bridgewater NJ 10/2013 07/2019
Mml Investors Services Bridgewater NJ 11/2013 07/2019
Lpl Financial, Llc Holmdel NJ 08/2019 Present
Fortis Group Advisors Llc Westwood NJ 08/2019 Present
  • 10/2013 → 07/2019
    Mass Mutual
    Bridgewater, NJ
  • 11/2013 → 07/2019
    Mml Investors Services
    Bridgewater, NJ
  • 08/2019 → Present
    Lpl Financial, Llc
    Holmdel, NJ
  • 08/2019 → Present
    Westwood, NJ
Previous Registrations
Other Businesses

1)07/2019 - Insurance - The Fortis Agency, LLC - 25% - INVESTMENT RELATED - MATAWAN, NJ 07747 2)08/2019 - DBA for LPL Business (entity for LPL business) - Christopher Edwards Financial Associates - 25% - INVESTMENT RELATED - WESTWOOD, NJ 07675. 3) 9/3/2019 - Fortis Group Advisors - DBA: (HYB)CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/7/2019 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25%. 4) 9/3/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/7/2019 - 40 Hours Per Month/8 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's 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. 5) 9/13/2021 - Fortis Group Advisors - DBA: (HYB) FORTIS WEALTH GROUP, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/01/2021 - 75 Hours Per Month/4 Hours During Securities Trading. 6) 02/13/2025 - Fortis Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 40 Hrs/Mth - 1 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-03
  • S66 Uniform Combined State Law Examination
    2017-04-03
Other Names
  • Michael J Manginelli

View on SEC IAPD

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