Advisor at Fortis Group Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fortis Group Advisors LLC
Location
Westwood, NJ 07675
Credentials
Series 63, Series 66
Industry experience
9 years
Alfonso Guerriero is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has held roles at Fortis Group Advisors, LPL Financial, Foresters Financial Services, and Sebak and Monner. Outside of advisory work, he performs administrative duties and is a licensed notary public. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm offers portfolio management, financial planning, ERISA plan services, and a wrap program, utilizing risk-profiling technology and diversified asset allocation strategies.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
New Jersey
Fortis Agency
2021 - Present (5 years)
Sebak and Monner
2021 - Present (5 years)
Fortis Group Advisors, LLC
2019 - Present (7 years)
LPL Financial, LLC
2019 - Present (7 years)
Foresters Financial Services
2017 - 2019 (2 years)
Foresters Financial Services
2016 - 2017 (1 year)
Seton Hall University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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