ER
Eva M. Rullo
FORTIS GROUP ADVISORS LLC
COLT'S NECK, NJ 07722
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CRD#: 2387610
ER
Professional summary
Eva Marie Rullo is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Colt's Neck, New Jersey and LPL FINANCIAL LLC located in Colts Neck, New Jersey.
Eva is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eva has worked at 5 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 02/14/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary. 2. 7/23/2020 - CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2020 - 160 Hours Per Month During Securities Trading. 3. 7/31/2020 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2020 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/08/2024 - Christopher Edwards Financial Associates, LLP - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/01/2018 - 160 Hours per Month/ 8 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Eva Marie Rullo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 8, 2020 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 9 Professional Circle Suite 204, Colt's Neck, NJ 07722RIA
CRD#: 290427
COLT'S NECK, NJ
Current
February 14, 2018 - Present
LPL FINANCIAL LLC
Office #1: 9 Professional Cir Ste 204, Colts Neck, NJ 07722RIA
BD
CRD#: 6413
Colts Neck, NJ
Past
February 14, 2018 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
March 31, 2008 - February 14, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
FREEHOLD, NJ
Past
March 31, 2008 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
FREEHOLD, NJ
Past
January 19, 2006 - April 2, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
FREEHOLD, NJ
Past
April 4, 2005 - April 2, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
FREEHOLD, NJ
Past
September 7, 1993 - July 24, 2001
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/17/2020)
RR
California(5/29/2020)
RR
Delaware(5/29/2020)
RR
Florida(5/29/2020)
RR
Maryland(5/29/2020)
RR
Massachusetts(5/29/2020)
RR
Minnesota(3/24/2021)
RR
New Jersey(2/14/2018)
IAR
New Jersey(6/8/2020)
RR
New York(5/29/2020)
RR
North Carolina(6/1/2020)
RR
Ohio(6/1/2020)
RR
Pennsylvania(5/29/2020)
RR
South Carolina(5/29/2020)
IAR
Texas(10/14/2024)
RR
Virginia(4/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Mailing Address
Phone number
(201) 383-0630
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTIS GROUP ADVISORS LLC
CRD#: 290427Colt's Neck, NJ 07722TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
