AS
AS

Austin William Sweerus

14 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

9 Professional Circle, Suite 204, Colts Neck, NJ, 07722

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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

Austin sells non-variable insurance since 2010 and provides investment advisory services through Fortis Group Advisors, LLC, dedicating nearly full-time hours to this role. He also operates under Christopher Edwards Financial Associates LLP as a DBA for his LPL business.

Employment History
Current Registrations
Fortis Group Advisors LLC
February 2018 - Present · 8 yrs
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
September 2018 - February 2019 · 5 mos
LPL Financial LLC
February 2018 - July 2018 · 5 mos
Invest Financial Corporation
January 2012 - February 2018 · 6 yrs 1 mo
Invest Financial CorporationBroker
December 2011 - February 2018 · 6 yrs 2 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.