FV
FV

Frank Andrew Vicendese

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank sells non-variable insurance, dedicates minimal time as a notary for the State of NJ, and is an IAR with Fortis Group Advisors LLC (spending full-time hours). He also works with The Fortis Agency and Silver Bay Financial.

Employment History
Current Registrations
Fortis Group Advisors LLC
January 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Foresters Advisory Services, LLC
June 2016 - January 2019 · 2 yrs 7 mos
Foresters Financial Services, INC.Broker
December 2013 - January 2019 · 5 yrs 1 mo
State Registrations6 states
FLMDNJPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.