Eva
Rullo

Fortis Group Advisors LLC

CRD#2387610
Investment Advisor
in Westwood, NJ

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About this Advisor

Eva Rullo is a financial advisor based in Westwood, New Jersey, working with Fortis Group Advisors LLC. Eva has previously held positions at Invest Financial Corporation, Fortis Group Advisors, LLC, and Lpl Financial, LLC. Eva has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Eva is part of Fortis Group Advisors LLC, which operates out of Westwood, New Jersey. The firm has 10 offices and 34 employees. The firm manages assets totaling $783.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fortis Group Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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, Suite B
Westwood, NJ 07675

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Fortis Group Advisors LLC Brokerage Details

Total Assets Under Management

$783,329,992

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

34

NJ Average: 92
Total Number of Accounts

3,948

NJ Average: 6,978
Average Account Size

$198,412

NJ Average: $1,450,417

Investment Advisory Services

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

Eva Rullo Work History

2018 - Present (7 years)

Fortis Group Advisors, LLC

2018 - Present (7 years)

Lpl Financial, LLC

2008 - 2018 (10 years)

Invest Financial Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eva Rullo 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

Edward Naphor
Colts Neck, NJ
Marc Foti
Westwood, NJ
Katherine Jimerson
Holmdel, NJ
Stephen Kuchinski
Westwood, NJ
Eric Naphor
Westwood, NJ
Michael Manginelli
Westwood, NJ
Christopher Kenneally
Westwood, NJ
James Zahakos
Holmdel, NJ

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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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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