Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Anthony Foti

Fortis Group Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Anthony Foti

Marc Anthony Foti is a financial advisor with over 15 years of experience in the industry. Marc has been registered with Fortis Group Advisors LLC since 2019 and provides financial advisory services through this firm. Previously, Marc has held positions at MML Investors Services, LLC, M&T Securities, Inc., Santander Securities LLC, Pruco Securities, LLC., and Scottrade, Inc. Marc has also been a Mathematics Professor at Middlesex Community College since 2015. He is also a registered representative of LPL Financial, LLC.

Firm Information

Marc Foti 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Foti’s Registration & Firm History

NJ

10/14/2024 - Present

Fortis Group Advisors LLC (WESTWOOD NJ)

NJ

12/05/2017 - 07/24/2019

MML INVESTORS SERVICES, LLC (Edison NJ)

NJ

05/11/2016 - 10/18/2017

M&T SECURITIES, INC. (MONROE NJ)

NY

06/03/2014 - 05/04/2016

SANTANDER SECURITIES LLC (STATEN ISLAND NY)

NJ

05/15/2014 - 05/29/2014

PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)

NY

10/29/2013 - 05/07/2014

SANTANDER SECURITIES LLC (STATEN ISLAND NY)

NJ

04/13/2009 - 09/16/2013

SCOTTRADE, INC. (PARAMUS NJ)

NY

05/19/2008 - 10/15/2008

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

07/27/2005 - 08/18/2006

E1 ASSET MANAGEMENT, INC. (NEW YORK NY)

Not sure if Marc Anthony Foti is right for you?

Licenses & Designations

BOTH

Issued 05/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/10/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Anthony Foti.
Not sure if Marc Anthony Foti is right for you?