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Alfonso Pio Guerriero

Fortis Group Advisors LLC

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About Alfonso Pio Guerriero

Alfonso Pio Guerriero is a registered representative with Fortis Group Advisors LLC. Alfonso has been in the securities industry since October 1, 2016, and has experience working with high-net-worth individuals, corporations, and other businesses. Alfonso specializes in providing financial planning and portfolio management services to clients. The advisor has experience working with clients in various industries including charitable organizations, pension and profit-sharing plans, and corporations. Alfonso has worked for both Foresters Financial Services, Inc. and Fortis Group Advisors LLC.

Firm Information

Alfonso Guerriero is currently registered with Fortis Group Advisors LLC. Fortis Group Advisors LLC is an investment advisory firm headquartered in Westwood, NJ. They provide financial planning, portfolio management for individuals and selection of other advisors. The firm manages over $799 million in assets for individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has 29 licensed agents, 29 investment adviser representatives, and 23 registered representatives.
Fortis Group Advisors LLC

345 KINDERKAMACK ROAD, SUITE B

WESTWOOD, NJ 07675

$799.56M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfonso Guerriero’s Registration & Firm History

NJ

09/24/2024 - Present

Fortis Group Advisors LLC (MANASQUAN NJ)

NJ

08/22/2016 - 06/14/2019

FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)

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Licenses & Designations

BOTH

Issued 10/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfonso Pio Guerriero.
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