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Stephen Carl Kuchinski

Fortis Group Advisors LLC

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About Stephen Carl Kuchinski

Stephen Kuchinski is a financial advisor with Fortis Group Advisors LLC, based in Westwood, New Jersey. Stephen is a registered representative of LPL Financial LLC and an investment advisor representative (IAR) of Fortis Group Advisors LLC. He has been in the financial services industry since June 15, 2015. He is licensed to sell securities in California, Florida, New Jersey, New York and North Carolina. Stephen provides financial planning and portfolio management services to individuals, families, and businesses. He is dedicated to helping his clients achieve their financial goals.

Firm Information

Stephen Kuchinski 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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Stephen Kuchinski’s Registration & Firm History

NJ

01/08/2020 - Present

Fortis Group Advisors LLC (WESTWOOD NJ)

NJ

05/11/2016 - 07/23/2019

MML INVESTORS SERVICES, LLC (Edison NJ)

NJ

02/10/2015 - 01/27/2016

NATIONAL SECURITIES CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 12/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Carl Kuchinski.
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