MF
MF

Marc Anthony Foti

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marc is involved in several business activities, including non-variable insurance through The Fortis Agency, a DBA for LPL business through Fortis Wealth Group, LLC, and providing investment advisory services through Fortis Group Advisors, LLC. He also works as an adjunct lecturer of mathematics at Middlesex Community College and dedicates nearly full-time hours to Fortis Wealth Group.

Employment History
Current Registrations
Fortis Group Advisors LLC
August 2019 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
MML Investors Services, LLC
December 2017 - July 2019 · 1 yr 7 mos
MML Investors Services, LLCBroker
December 2017 - July 2019 · 1 yr 7 mos
M&t Securities, INC.
May 2016 - October 2017 · 1 yr 5 mos
M&t Securities, INC.Broker
May 2016 - October 2017 · 1 yr 5 mos
Santander Securities
June 2014 - May 2016 · 1 yr 11 mos
Santander Securities LLCBroker
June 2014 - May 2016 · 1 yr 11 mos
Prudential Financial Planning Services
May 2014 - May 2014 · 0 mos
Pruco Securities, LLC.Broker
May 2014 - May 2014 · 0 mos
Santander Securities LLCBroker
October 2013 - May 2014 · 7 mos
Scottrade, INC.Broker
April 2009 - September 2013 · 4 yrs 5 mos
Chase Investment Services CORP.Broker
May 2008 - October 2008 · 5 mos
E1 Asset Management, INC.Broker
July 2005 - August 2006 · 1 yr 1 mo
State Registrations6 states
DEFLNCNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.