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Bridget Dorothy Scala

Fortis Group Advisors LLC

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About Bridget Dorothy Scala

Bridget Scala is an investment advisor representative with Fortis Group Advisors LLC. Bridget has been in the industry since 2002 and is registered with FINRA and several states. Bridget is a registered investment advisor with Fortis Group Advisors LLC and has a license in both Broker-Dealer and Investment Advisory.

Firm Information

Bridget Scala 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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Bridget Scala’s Registration & Firm History

NY

02/28/2021 - Present

Fortis Group Advisors LLC (Belle Harbor NY)

NY

06/30/2009 - 02/14/2018

INVEST FINANCIAL CORPORATION (BELLE HARBOR NY)

NY

02/08/2002 - 09/02/2008

PARK AVENUE SECURITIES LLC (GARDEN CITY NY)

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Licenses & Designations

IA

Issued 05/03/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bridget Dorothy Scala.
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