Unclaimed Profile

Michael George Koch

FORTIS GROUP ADVISORS LLC·WESTWOOD, New Jersey

SIE, Series 7, Series 66Clean record21 years registeredFORTIS GROUP ADVISORS LLC

345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ 07675CRD# 4431828Firm CRD# 290427

Profile Verification

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

Identity

Michael George Koch · WESTWOOD, NJ

Registration

CRD #4431828 · FORTIS GROUP ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

FORTIS GROUP ADVISORS LLC

Feb 2018 – present

LPL FINANCIAL LLC

Feb 2018 – Jan 2019

FORT MILL, SC

INVEST FINANCIAL CORPORATION

Mar 2008 – Feb 2018

SKILLMAN, NJ

THRIVENT INVESTMENT MANAGEMENT INC.

Jan 2005 – Mar 2008

FREEHOLD, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 3, 2005

Years registered · 21

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 Michael George Koch offer?

Michael George Koch specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Michael George Koch's credentials?

Michael George Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael George Koch located?

Michael George Koch 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 Michael George Koch charge for services?

Michael George Koch'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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