Joseph
Vanacore

Fortis Group Advisors LLC

CRD#7003390
Investment Advisor
in Westwood, NJ

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About this Advisor

Joseph Vanacore is a financial advisor based in Westwood, New Jersey, working with Fortis Group Advisors LLC. Joseph has previously held positions at Massmutual Life Insurance Company, Mml Investors Services, LLC, Woodcliff Lake Hilton, New York Yankees, Domani Ristorante, Lpl Financial, LLC, Fortis Group Advisors, LLC, and The Fortis Agency. Joseph has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Joseph 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

Joseph Vanacore Work History

2020 - Present (4 years)

Fortis Group Advisors, LLC

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

The Fortis Agency

2018 - 2019 (1 year)

Massmutual Life Insurance Company

2018 - 2019 (1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Woodcliff Lake Hilton

2017 - 2017 (< 1 year)

New York Yankees

2012 - 2017 (5 years)

Domani Ristorante

Disclosures

Please visit the SEC profile of Joseph Vanacore 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

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