Matthew
Alfonzetti
Fortis Capital Advisors, LLC
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About this Advisor
Matthew Alfonzetti is a financial advisor based in Prairie Village, Kansas, working with Fortis Capital Advisors, LLC. Matthew has previously held positions at New York Sports Club, Syracuse University, The Sloppy Tuna, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Guardian Life Insurance Company, Park Avenue Securities, Fortis Capital Advisors, LLC, and Truvium Capital Partners, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Matthew is part of Fortis Capital Advisors, LLC, which operates out of Prairie Village, Kansas. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fortis Capital Advisors, LLC Brokerage Details
$331,804,625
36
1,024
$324,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Alfonzetti Work History
Fortis Capital Advisors, LLC
Truvium Capital Partners, LLC
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Syracuse University
The Sloppy Tuna
New York Sports Club
Syracuse University
Disclosures
Please visit the SEC profile of Matthew Alfonzetti 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 Capital Advisors, LLC
Prairie Village, KS
Prairie Village, KS
Prairie Village, KS
Barrington, IL
Southington, CT
Prairie Village, KS
Prairie Village, KS
Brooklyn, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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