CM
Christopher J. Monroe
FORTIS GROUP ADVISORS
BRADENTON, FL
Some features on this profile are disabled
CRD#: 2651903
CM
Christopher Joseph MonroeFORTIS GROUP ADVISORS
Professional summary
Christopher Joseph Monroe is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Bradenton, Florida and LPL FINANCIAL LLC located in San Diego, California.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 7 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
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.
1.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Legacy Design Advisors; Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 60hrs/mth; 60hrs during trading 2.07/01/2026; CJM3103, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 05/05/2018; 2hrs/mth; 0hrs during trading 3.07/01/2026; Rex Rules, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/16/2020; 1hrs/mth; 0hrs during trading 4.07/01/2026; Family Medical Equipment and Supply Co, Inc; Business Owner; Investment Related; Peoria,IL; Start Date 06/01/2001; 2hrs/mth; 0hrs during trading 5.07/01/2026; Martell Deep Spring Legacy LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/01/2022; 1hrs/mth; 0hrs during trading 6.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name LDA Investments; Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 60hrs/mth; 60hrs during trading 7.08/03/2026; (Hybrid) Fortis Group Advisors LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/03/2026; 60hrs/mth; 60hrs during trading; I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 06/2026. I expect to spend approximately 60 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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Joseph Monroe'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
August 19, 2026 - Present
FORTIS GROUP ADVISORS LLC
RIA
CRD#: 290427
BRADENTON, FL
Current
July 6, 2026 - Present
LPL FINANCIAL LLC
Office #1: 4707 Executive Dr, San Diego, CA 92121-3091RIA
BD
CRD#: 6413
SAN DIEGO, CA
Past
October 29, 2020 - May 20, 2025
EQUITY SERVICES, INC.
RIA
CRD#: 265
BRADENTON, FL
Past
October 15, 2020 - May 20, 2025
EQUITY SERVICES, INC.
BD
CRD#: 265
BRADENTON, FL
Past
June 8, 2007 - July 28, 2010
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
PEORIA HEIGHTS, IL
Past
August 8, 2005 - May 9, 2007
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PEORIA, IL
Past
March 25, 2005 - August 2, 2005
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
June 20, 2003 - September 3, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
April 10, 2000 - April 23, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
September 14, 1995 - March 28, 2000
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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
Florida(7/6/2026)
IAR
Florida(8/19/2026)
RR
Illinois(7/6/2026)
RR
Missouri(7/6/2026)
RR
Nebraska(7/6/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/6/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/15/2020
General Securities Representative ExaminationGeneral 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)Loading...
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 (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
