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Austin William Sweerus

Fortis Group Advisors LLC

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About Austin William Sweerus

Austin Sweerus is a financial advisor in Colts Neck, New Jersey, with over 6 years of experience in the industry. Austin currently works for Fortis Group Advisors LLC, but previously worked at INVEST Financial Corporation. Austin holds several licenses, including Series 66, Series 24, SIE, and Series 7, and is registered in both New Jersey and New York. Austin specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Austin is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.

Firm Information

Austin Sweerus 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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Austin Sweerus’s Registration & Firm History

NJ

02/21/2018 - Present

Fortis Group Advisors LLC (Colts Neck NJ)

NJ

12/02/2011 - 02/14/2018

INVEST FINANCIAL CORPORATION (FREEHOLD NJ)

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Licenses & Designations

BOTH

Issued 01/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin William Sweerus.
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