Austin
Sweerus

Fortis Group Advisors LLC

CRD#5955088
Investment Advisor
in Colts Neck, NJ

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About this Advisor

Austin Sweerus is a financial advisor operating in Colts Neck, New Jersey, with a total of 5 years of industry experience. Sweerus is an employee of Fortis Group Advisors LLC. Their career trajectory has included roles at Tropiquarium, Invest Financial Corp, Lpl Financial LLC and Fortis Group Advisors, LLC. Sweerus maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Fortis Group Advisors LLC is a registered investment firm based in Westwood, NJ. The firm has offices in 12 locations and a total of 42 people on staff. It manages $748 million in assets across its 4,336 customer accounts, making it one of the larger firms in the United States 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 individuals who have more than $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Fortis Group Advisors LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

9 Professional Circle Suite 204
Colts Neck, NJ 07722

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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

Austin Sweerus Work History

Austin has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2018 - Present (6 years)

Fortis Group Advisors, LLC

2011 - 2018 (7 years)

Invest Financial Corp

2005 - 2013 (8 years)

Tropiquarium

*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 Austin Sweerus 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

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