Gilbert B. Mateer

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CRD#: 4419475

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gilbert Brian Mateer was a registered financial professional .

Gilbert is a previously registered financial professional and started their career in finance in 2001. Gilbert had worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 19, 2013 - May 13, 2014

FORTIS ADVISORS, LLC

RIA

CRD#: 164498

KING OF PRUSSIA, PA

Past

April 13, 2011 - December 31, 2014

CRESAP, INC.

CRD#: 25899

BRYN MAWR, PA

Past

May 9, 2006 - June 15, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

BRYN MAWR, PA

Past

May 9, 2006 - June 15, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

BRYN MAWR, PA

Past

January 3, 2005 - May 10, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

WEST CONSHOHOCKEN, PA

Past

October 12, 2004 - May 10, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

August 13, 2001 - October 14, 2004

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

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".

FORTIS ADVISORS, LLC

CRD#: 164498 / SEC#: 801-80177

RIA

Registered Investment Advisory firm - (8/26/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/4/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/16/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2001

General Securities Representative Examination

Current Firm

FORTIS ADVISORS, LLC

CRD#: 164498 / SEC#: 801-80177

RIA

Registered Investment Advisory firm - (8/26/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

656 E. Swedesford Road Suite 330, Wayne, PA 19087

Mailing Address

P.o. Box 276, Wayne, PA 19087

Phone number

(610) 313-0910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTIS ADVISORS ADV PART 2A_03282025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	336
AUM (Assets Under Management)	$ 508,437,827

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
03/29/2024	Cover Page	Report
12/22/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Gilbert B. Mateer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CRESAP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

UST SECURITIES CORP.

Primary Firm SEC Registration

FORTIS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2013

Series 66

Date: 12/16/2004

SIE

Date: 12/31/2014

Series 7

Date: 8/9/2001

Current Firm

FORTIS ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTIS ADVISORS, LLC

TRUST BUT VERIFY

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