Christopher Kenneally

ChFC

Fortis Group Advisors LLC

30 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Fortis Group Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

2,780 clients

Average Client Portfolio

$288K average

Assets Under Management

$799.6M

Fee Structure

Minimum Investment:$50K

Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1997

Settled

Criminal

February 1981

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher operates his LPL business through Christopher Edwards Financial Associates, LLP and provides investment advisory services through Fortis Group Advisors, LLC. He also works as an agent selling non-variable insurance, dedicating about 10-20% of his time to this activity.