Edward
Naphor

Fortis Group Advisors LLC

CRD#6862385
Investment Advisor
in Colts Neck, NJ

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About this Advisor

Edward Naphor is a financial advisor based out of Colts Neck, New Jersey who has 5 years of industry experience. Naphor is an employee of Fortis Group Advisors LLC. Naphor has gained experience at Iplay America, Oil Well - Valvoline Insant Oil Change (Valvoline Bought Them), Colts Neck High School, Quinnpiac University, Monmouth University, Lpl Financial LLC and Fortis Group Advisors, LLC. Naphor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Fortis Group Advisors LLC is an advisory business operating out of Westwood, NJ. The company has offices in 12 locations and a total of 42 people on staff. It has $748 million in assets across its 4,336 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 4,336 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely depend on the financial services offered. However, fee types billed by Fortis Group Advisors LLC can be comprised of some blend of 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

Edward Naphor Work History

Edward 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

2015 - 2017 (2 years)

Oil Well - Valvoline Insant Oil Change (Valvoline Bought Them)

2015 - 2018 (3 years)

Monmouth University

2014 - 2014 (< 1 year)

Iplay America

2014 - 2015 (1 year)

Quinnpiac University

2010 - 2014 (4 years)

Colts Neck 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 Edward 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

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