Best Investors Account Sign in
Current Employers
Fortis Group Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-01-08
  • NJ RA
    APPROVED
    Since 2020-01-08

Branch Locations

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

101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733 • 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
Massmutual Edison NJ 02/2016 07/2019
Mml Investors Services Edison NJ 05/2016 07/2019
The Fortis Agency Westwood NJ 08/2019 Present
Lpl Financial Llc Westwood NJ 08/2019 Present
Fortis Group Advisors, Llc Westwood NJ 01/2020 Present
  • 02/2016 → 07/2019
    Massmutual
    Edison, NJ
  • 05/2016 → 07/2019
    Mml Investors Services
    Edison, NJ
  • 08/2019 → Present
    The Fortis Agency
    Westwood, NJ
  • 08/2019 → Present
    Lpl Financial Llc
    Westwood, NJ
  • 01/2020 → Present
    Westwood, NJ
Other Businesses

1) 8/15/2019 - DBA for LPL Business (entity for LPL business) - Fortis Wealth Group, LLC (formerly CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP) - Investment Related - Westwood, NJ 2) 8/15/2019 - Non-Variable Insurance - The Fortis Agency - Investment Related - Investment Related - Westwood, NJ. 3) 9/20/2019 - Fortis Group Advisors, LLC - DBA: (Hyb)CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 8/9/2019 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25%. 4) 9/20/2019 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/9/2019 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Fortis Group Advisors, 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) 12/15/2020 - Fortis Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/1/2020 - 160 Hours Per Month/120 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
S63 Uniform Securities Agent State Law Examination 2015-03-02
  • S66 Uniform Combined State Law Examination
    2019-12-20
  • S63 Uniform Securities Agent State Law Examination
    2015-03-02
Other Names
  • Stephen Kuchinski

View on SEC IAPD

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor