Michael
Devizio

Fortis Group Advisors LLC

CRD#6117158
Investment Advisor
in Westwood, NJ

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About this Advisor

Michael Devizio is a financial advisor working out of Westwood, New Jersey, with 4 years of industry experience. Devizio works at Fortis Group Advisors LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual, Mml Investors Services, Fortis Group Advisors LLC and Lpl Financial, LLC. Devizio holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Fortis Group Advisors LLC is a financial advisory firm that has its headquarters in Westwood, NJ. The investment advisory business has offices in 12 locations and a total of 42 employees. It administers $748 million in total assets among its 4,336 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 4,336 client accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually vary depending on which services are provided. Fees charged by Fortis Group Advisors LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Michael Devizio Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fortis Group Advisors LLC

2019 - Present (5 years)

Lpl Financial, LLC

2013 - 2019 (6 years)

Mass Mutual

2013 - 2019 (6 years)

Mml Investors Services

2012 - 2013 (1 year)

Guardian Life Insurance Company

2012 - 2013 (1 year)

Park Avenue Securities

*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 Michael Devizio 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
Michael Devizio
Westwood, NJ
Blake Hahn
Mankato, MN
Sarah Tepper-Fazzari
Westwood, NJ
Joseph Vanacore
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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