Christopher
Kenneally

Fortis Group Advisors LLC

CRD#2646535
Investment Advisor
in Westwood, NJ

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About this Advisor

Christopher Kenneally is a chartered financial consultant operating out of Westwood, New Jersey with 5 years of industry experience. Kenneally currently works for Fortis Group Advisors LLC. Kenneally has gained experience at Invest Financial Corporation, Fortis Group Advisors, LLC and Lpl Financial LLC. Kenneally holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Fortis Group Advisors LLC is a firm operating out of Westwood, NJ. The company has offices in 12 locations and a total of 42 financial advisors. It manages $748 million in total assets among its 4,336 client accounts, placing it among the bigger firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 4,336 accounts, just 7% are held by high-net-worth individuals who have more than $1 million in assets. Fortis Group Advisors LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice are based on the type of financial services provided. However, fees billed by Fortis Group Advisors LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

345 Kinderkamack Road
Westwood, NJ 07675

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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

Christopher Kenneally Work History

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

2018 - Present (6 years)

Fortis Group Advisors, LLC

2018 - Present (6 years)

Lpl Financial LLC

2008 - 2018 (10 years)

Invest Financial Corporation

*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 Christopher Kenneally 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

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