Aaron
Naphor

Fortis Group Advisors LLC

CRD#7284110
Investment Advisor
in Chester, NJ

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About this Advisor

Aaron Naphor is a financial advisor operating in Chester, New Jersey with a total of 2 years of relevant experience. Naphor works at Fortis Group Advisors LLC. Over the course of their career, Naphor has held roles at Gnc, Urban Muse, Ruby Tuesday, Montclair State University, Stony Brook University, Pope John Xxiii High School, Lpl Financial LLC and Fortis Group Advisors LLC. Naphor maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Fortis Group Advisors LLC is a business headquartered in Westwood, NJ. The firm has offices in 12 locations and a total of 42 financial advisors. It oversees $748 million in assets between its 4,336 client accounts, making it one of the bigger investment advisory firms in the country 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 clients who have greater than $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are offered. Fee types billed by Fortis Group Advisors LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

1 Mill Ridge Lande Suite 100
Chester, NJ 07930

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Fortis Group Advisors LLC Brokerage Details

Total Assets Under Management

$748,229,979

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

42

NJ Average: 92
Total Number of Accounts

4,336

NJ Average: 6,978
Average Account Size

$172,562

NJ Average: $1,450,417

Investment Advisory Services

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

Aaron Naphor Work History

Aaron has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fortis Group Advisors LLC

2020 - Present (4 years)

Lpl Financial LLC

2019 - 2020 (1 year)

Urban Muse

2017 - 2020 (3 years)

Montclair State University

2016 - 2018 (2 years)

Gnc

2015 - 2016 (1 year)

Ruby Tuesday

2015 - 2017 (2 years)

Stony Brook University

2011 - 2015 (4 years)

Pope John Xxiii High School

*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 Aaron Naphor 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
James Zahakos
Holmdel, NJ
Christopher Kenneally
Westwood, NJ
Joseph Vanacore
Westwood, NJ
Blake Hahn
Mankato, MN
Sarah Tepper-Fazzari
Westwood, NJ
Michael Devizio
Westwood, NJ
Vanessa Rampino
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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