Unclaimed Profile

Austin William Sweerus

FORTIS GROUP ADVISORS LLC·WESTWOOD, New Jersey

SIE, Series 7, Series 24, Series 66Clean record14 years registeredFORTIS GROUP ADVISORS LLC

345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ 07675CRD# 5955088Firm CRD# 290427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Austin William Sweerus · WESTWOOD, NJ

Registration

CRD #5955088 · FORTIS GROUP ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

FORTIS GROUP ADVISORS LLC

Feb 2018 – present

LPL FINANCIAL LLC

Sep 2018 – Feb 2019

FORT MILL, SC

LPL FINANCIAL LLC

Feb 2018 – Jul 2018

FORT MILL, SC

INVEST FINANCIAL CORPORATION

Jan 2012 – Feb 2018

FREEHOLD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTIS GROUP ADVISORS LLC

CRD 290427 · SEC 801-112236

AUM

$783M

Regulatory assets under management

Employees

3,948 client accounts

Services offered by FORTIS GROUP ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTIS GROUP ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Austin William Sweerus offer?

Austin William Sweerus specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Austin William Sweerus's credentials?

Austin William Sweerus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Austin William Sweerus located?

Austin William Sweerus is based in WESTWOOD, New Jersey, working with FORTIS GROUP ADVISORS LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Austin William Sweerus charge for services?

Austin William Sweerus's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTIS GROUP ADVISORS LLC?

FORTIS GROUP ADVISORS LLC has approximately 34 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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