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Current Employers
Fortis Group Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-09-24
  • NJ RA
    APPROVED
    Since 2024-09-24

Branch Locations

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

56 Union Ave Suite 3, Manasquan, NJ 08736 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Iselin NJ 06/2016 03/2017
Foresters Financial Services Iselin NJ 03/2017 07/2019
Lpl Financial, Llc Westwood NJ 07/2019 Present
Fortis Group Advisors, Llc Westwood NJ 08/2019 Present
Fortis Agency Westwood NJ 10/2021 Present
Sebak And Monner Holmdel NJ 10/2021 Present
  • 06/2016 → 03/2017
    Foresters Financial Services
    Iselin, NJ
  • 03/2017 → 07/2019
    Foresters Financial Services
    Iselin, NJ
  • 07/2019 → Present
    Lpl Financial, Llc
    Westwood, NJ
  • 08/2019 → Present
    Westwood, NJ
  • 10/2021 → Present
    Fortis Agency
    Westwood, NJ
  • 10/2021 → Present
    Sebak And Monner
    Holmdel, NJ
Other Businesses

1. 8/28/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 08/12/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Fortis Group Advisors, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 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. 2. 3/23/2021 - Fortis Agency - Not Investment Related - 101 Crawford Corner Rd. Suite 1432 Holmdel, NJ 07733 - Outside/W-2 Employment - Started 11/02/2020 - 30 Hours Per Month/3 Hours During Securities Trading - Perform admin duties for the partners of the firm. 3. 05/23/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary Public - Start Date - 05/18/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading - Notary. 4. 03/26/2024 - Silver Bay Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2024 - 40 Hours Per Month/8 Hours During Securities Trading. 5. 10/28/2024 - Sebak and Monner Associates CPA - Investment Related - 101 Crawfords Corner Road, Suite 4125, Holmdel, NJ 07733 - Outside/W-2 Employment - Start Date 01/01/2024 - 114 Hours Per Month/ 5 Hours During Securities Trading. 6. 02/03/2025- The Fortis Agency- Non-Variable Insurance - Producer- Investment Related - At Reported Business Location(s) - Start Date 02/07/2025- 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2016-09-01
Other Names
  • Alfonso Pio Guerriero

View on SEC IAPD

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