Sarah
Tepper-Fazzari
Fortis Group Advisors LLC
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About this Advisor
Sarah Tepper-Fazzari is a financial advisor working in Westwood, New Jersey with 1 year of industry experience. Tepper-Fazzari is currently employed by Fortis Group Advisors LLC. Over the course of their career, Tepper-Fazzari has held roles at Riegel Ridge Community Center, Acasia Thai Restaurant, University Of Pittsburgh, Free People, The Fortis Agency, Full-Time Student, Lpl Financial LLC and Alba Vineyards. Tepper-Fazzari has a Series 66 license, 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 financial advisory firm headquartered in Westwood, NJ. It has offices in 12 locations and a total of 42 financial advisors. It manages $748 million in assets under management across its 4,336 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 4,336 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. Fee types billed by Fortis Group Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortis Group Advisors LLC Brokerage Details
$748,229,979
42
4,336
$172,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sarah Tepper-Fazzari Work History
Sarah has been registered as a financial advisor for 1 years.*
The Fortis Agency
Lpl Financial LLC
Alba Vineyards
Free People
University Of Pittsburgh
University Of Pittsburgh
Acasia Thai Restaurant
Riegel Ridge Community Center
Full-Time Student
*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 Sarah Tepper-Fazzari 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
Westwood, NJ
Westwood, NJ
Holmdel, NJ
Westwood, NJ
Westwood, NJ
Mankato, MN
Westwood, NJ
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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