Unclaimed Profile

Neil Kenneth Piper

FORTIS GROUP ADVISORS LLC·WESTWOOD, New Jersey

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record23 years registeredFORTIS GROUP ADVISORS LLC

345 KINDERKAMACK ROAD, WESTWOOD, NJ 07675CRD# 1240592Firm CRD# 290427

Profile Verification

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

Identity

Neil Kenneth Piper · WESTWOOD, NJ

Registration

CRD #1240592 · FORTIS GROUP ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

INVEST FOR A LIFETIME, LLC

Jun 2021 – present

LPL FINANCIAL LLC

Feb 2018 – present

THE PRIVATE CLIENT ADVISORY GROUP, LLC

Jan 2021 – Jan 2021

Red Bank, NJ

LPL FINANCIAL LLC

Sep 2018 – Feb 2019

RED BANK, NJ

FORTIS GROUP ADVISORS LLC

Feb 2018 – Nov 2021

Red Bank, NJ

ROCKDALE ASSOCIATES, INC.

Oct 2003 – Dec 2003

RED BANK, NJ

INVEST FINANCIAL CORPORATION

Aug 2003 – Feb 2018

RED BANK, NJ

VESTAX SECURITIES CORPORATION

Oct 2002 – Nov 2002

OCEAN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · October 11, 2002

Years registered · 23

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 Neil Kenneth Piper offer?

Neil Kenneth Piper specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Neil Kenneth Piper's credentials?

Neil Kenneth Piper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Kenneth Piper located?

Neil Kenneth Piper 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 Neil Kenneth Piper charge for services?

Neil Kenneth Piper'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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