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Christopher Kenneally

Fortis Group Advisors LLC

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About Christopher Kenneally

Christopher Kenneally is an investment advisor representative with over 25 years of experience in the financial services industry. Christopher is registered with Fortis Group Advisors LLC, an independent investment advisor firm, and has a wide range of experience providing financial planning and investment advice to individuals and businesses. Christopher has a strong track record of success in helping clients achieve their financial goals. Christopher is also registered with LPL Financial.

Firm Information

Christopher Kenneally 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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Christopher Kenneally’s Registration & Firm History

NJ

10/14/2024 - Present

Fortis Group Advisors LLC (WESTWOOD NJ)

NJ

03/31/2008 - 02/14/2018

INVEST FINANCIAL CORPORATION (WESTWOOD NJ)

NJ

07/01/2002 - 04/02/2008

THRIVENT INVESTMENT MANAGEMENT INC. (ORADELL NJ)

MN

09/26/1995 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/25/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Christopher Kenneally. Review regulatory record here.
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