MS
Matthew T. Simon
FORTIS GROUP ADVISORS LLC
HOLMDEL, NJ 07747
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CRD#: 7367467
MS
Professional summary
Matthew Tyler Simon is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Holmdel, New Jersey and LPL FINANCIAL LLC located in Holmdel, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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) 02/2025 - Fortis Wealth Group / Non-Variable Insurance / Inv Related / Holmdel, NJ 07733 / Start date 02/17/2025 - 20 hrs per month - 20% Time Spent 3) 02/2025 - 218 Foundry Street Trust / Real Estate Rental / Inv Related / Florence, NJ 08518 / Start date 11/15/2024 - 5 Hrs per month - 2% Time Spent 4) 02/2025 - Fortis Wealth Group, LLC / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 20 hrs per month - 20 % Time Spent 6) 02/26/2025 - Fortis Group Advisors Llc - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:02/17/2025 - 20 Hrs/Mth - 5 Hrs During Trading.I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 20 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 Matthew Tyler Simon'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
February 14, 2025 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07747RIA
CRD#: 290427
HOLMDEL, NJ
Current
February 12, 2025 - Present
LPL FINANCIAL LLC
Office #1: 101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733RIA
BD
CRD#: 6413
Holmdel, NJ
Past
August 10, 2023 - February 18, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WALL, NJ
Past
August 10, 2023 - February 18, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WALL, NJ
Past
July 7, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
WALL, NJ
Past
May 12, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
WALL, NJ
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
New Jersey(2/12/2025)
IAR
New Jersey(2/18/2025)
IAR
Texas(2/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/11/2021
General Securities Representative ExaminationGeneral 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
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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.
