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Matthew Tyler Simon

Fortis Group Advisors LLC

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About Matthew Tyler Simon

Matthew Simon is a financial advisor with Fortis Group Advisors LLC. Matthew has been in the financial industry since May 2021. Matthew has a Series 7, Series 66 and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Matthew is also registered in Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, New Jersey, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Washington. Matthew's areas of expertise include financial planning, investment management, and retirement planning. Matthew provides investment advice and services to individuals and families.

Firm Information

Matthew Simon 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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Matthew Simon’s Registration & Firm History

NJ

02/14/2025 - Present

Fortis Group Advisors LLC (WESTWOOD NJ)

NJ

05/12/2021 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)

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Licenses & Designations

BOTH

Issued 06/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Tyler Simon.
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