AG
AG

Alfonso Pio Guerriero

9 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

Alfonso provides administrative support to Fortis Group Advisors, an independent investment advisor firm, dedicating full-time hours to this role. He also performs admin duties for the partners of Fortis Agency, works for Sebak and Monner Associates CPA, and is a non-variable insurance producer for The Fortis Agency, dedicating minimal time to the latter.

Employment History
Current Registrations
Fortis Group Advisors LLC
September 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Foresters Financial Services, INC.Broker
August 2016 - June 2019 · 2 yrs 10 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.