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MF

Marc A. Foti

FORTIS GROUP ADVISORS
WESTWOOD, NJ 07675
Some features on this profile are disabled
CRD#: 4995424
MF

Professional summary

Marc Anthony Foti, who also goes by Marc A Foti, is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Westwood, New Jersey and LPL FINANCIAL LLC located in Holmdel, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Marc has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marc A Foti

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) - RIA

Click below to view Marc Anthony Foti's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 28, 2019 - Present

FORTIS GROUP ADVISORS LLC

Office #1: 345 Kinderkamack Road, Westwood, NJ 07675
RIA
CRD#: 290427
WESTWOOD, NJ
Current

August 19, 2019 - Present

LPL FINANCIAL LLC

Office #1: 101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733Office #2: 345 Kinderkamack Rd Ste B, Westwood, NJ 07675
RIA
BD
CRD#: 6413
Holmdel, NJ
Past

December 19, 2017 - July 24, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Edison, NJ
Past

December 5, 2017 - July 24, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Edison, NJ
Past

May 12, 2016 - October 18, 2017

M&T SECURITIES, INC.

RIA
CRD#: 17358
MONROE, NJ
Past

May 11, 2016 - October 18, 2017

M&T SECURITIES, INC.

BD
CRD#: 17358
MONROE, NJ
Past

June 5, 2014 - May 4, 2016

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
STATEN ISLAND, NY
Past

June 3, 2014 - May 4, 2016

SANTANDER SECURITIES LLC

BD
CRD#: 41791
STATEN ISLAND, NY
Past

May 21, 2014 - May 29, 2014

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
EAST BRUNSWICK, NJ
Past

May 15, 2014 - May 29, 2014

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
EAST BRUNSWICK, NJ
Past

October 29, 2013 - May 7, 2014

SANTANDER SECURITIES LLC

BD
CRD#: 41791
STATEN ISLAND, NY
Past

April 13, 2009 - September 16, 2013

SCOTTRADE, INC.

BD
CRD#: 8206
PARAMUS, NJ
Past

May 19, 2008 - October 15, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

July 27, 2005 - August 18, 2006

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
NEW YORK, NY

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
Delaware
(1/5/2021)
RR
Florida
(7/19/2023)
RR
New Jersey
(8/19/2019)
IAR
New Jersey
(8/28/2019)
RR
New York
(8/19/2019)
RR
North Carolina
(8/19/2019)
IAR
Texas
(10/14/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/3/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/18/2018
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/10/2016
General Securities Principal Examination
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)
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 (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/14/2025)
WRAP FEE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts4,733
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.

Company Information

FORTIS GROUP ADVISORS LLC

CRD#: 290427Westwood, NJ 07675

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