Robert
Sand

Fortis Group Advisors LLC

CRD#5584370
Investment Advisor
in Bridgeport, CT

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About this Advisor

Robert Sand is a financial advisor operating out of Bridgeport, Connecticut with a total of 3 years of industry experience. Sand currently works for Fortis Group Advisors LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Metlife Securities Inc, Securities Service Network, Inc, Ssn Advisory, Inc, Tcm Securities, Inc, Triumph Wealth Advisors, Vision Wealth Advisory, Integrity Insurance, LLC, Total Mortgage Services, LLC, World Equity Group, Lpl Financial, LLC and Fortis Group Advisors, LLC. Sand maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Fortis Group Advisors LLC is an advisory company operating out of Westwood, NJ. The company has offices in 12 locations and a total of 42 financial advisors. It has $748 million in assets under management between its 4,336 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 4,336 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. However, fee types charged by Fortis Group Advisors LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1757 East Main St.
Bridgeport, CT 06610

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Fortis Group Advisors LLC Brokerage Details

Total Assets Under Management

$748,229,979

CT Average: $10,121,009,343
Total Number of Employees

42

CT Average: 92
Total Number of Accounts

4,336

CT Average: 6,978
Average Account Size

$172,562

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Sand Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Fortis Group Advisors, LLC

2017 - Present (7 years)

Integrity Insurance, LLC

2016 - Present (8 years)

Vision Wealth Advisory

2019 - 2020 (1 year)

World Equity Group

2017 - 2019 (2 years)

Tcm Securities, Inc

2017 - 2020 (3 years)

Triumph Wealth Advisors

2016 - 2017 (1 year)

Securities Service Network, Inc

2016 - 2017 (1 year)

Ssn Advisory, Inc

2016 - 2017 (1 year)

Total Mortgage Services, LLC

2015 - 2016 (1 year)

Metlife Securities Inc

2011 - 2015 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2015 (4 years)

Bank Of America, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Sand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Group Advisors LLC

Michael Manginelli
Westwood, NJ
Christopher Kenneally
Westwood, NJ
James Zahakos
Holmdel, NJ
Vanessa Rampino
Westwood, NJ
Michael Devizio
Westwood, NJ
Blake Hahn
Mankato, MN
Joseph Vanacore
Westwood, NJ
Sarah Tepper-Fazzari
Westwood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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