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Matthew Anthony Alfonzetti

Fortis Capital Advisors, LLC

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About Matthew Anthony Alfonzetti

Matthew Alfonzetti is a financial professional with over 5 years of experience in the industry. Matthew currently works as an investment advisor representative at Fortis Capital Advisors, LLC and is registered in New York. Prior to joining Fortis Capital Advisors, Matthew was an investment advisor representative at Park Avenue Securities LLC in New York. Matthew holds the Series 66, Series 7, and SIE exams. Matthew's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals. Matthew is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Matthew Alfonzetti is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Matthew Alfonzetti’s Registration & Firm History

KS

02/24/2021 - Present

Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)

NY

08/01/2019 - 02/02/2021

PARK AVENUE SECURITIES LLC (ARMONK NY)

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Licenses & Designations

BOTH

Issued 11/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Anthony Alfonzetti.
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