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Michael John Manginelli

Fortis Group Advisors LLC

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About Michael John Manginelli

Michael Manginelli is a financial advisor registered with Fortis Group Advisors LLC, an independent investment advisor firm located in Westwood, New Jersey. Michael has been in the securities industry since October 2013, with experience at both MML Investors Services, LLC and Transamerica Financial Advisors, Inc. Michael offers investment advisory services and financial planning to a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Michael holds a Series 7, Series 66, and SIE licenses, as well as registrations in California, Florida, New Jersey, New York, and Pennsylvania.

Firm Information

Michael Manginelli 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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Michael Manginelli’s Registration & Firm History

NJ

10/14/2024 - Present

Fortis Group Advisors LLC (WESTWOOD NJ)

NJ

11/15/2013 - 08/02/2019

MML INVESTORS SERVICES, LLC (Edison NJ)

NJ

08/07/2013 - 10/09/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (KEYPORT NJ)

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Licenses & Designations

BOTH

Issued 04/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael John Manginelli. Review regulatory record here.
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