MS
CFP
MS
CFP

Matthew Tyler Simon

4 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

Matthew is affiliated with Fortis Wealth Group, selling non-variable insurance and operating as a DBA for his LPL business, dedicating about 10-20% of his time to each. He also engages in real estate rental activities and provides investment advisory services through Fortis Group Advisors LLC, spending minimal time on the former and about 10-20% of his time on the latter.

Employment History
Current Registrations
Fortis Group Advisors LLC
February 2025 - Present · 1 yr
LPL Financial LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - February 2025 · 1 yr 6 mos
Cetera Advisor Networks LLCBroker
August 2023 - February 2025 · 1 yr 6 mos
Securian Financial Services, INC.
July 2021 - August 2023 · 2 yrs 1 mo
Securian Financial Services, INC.Broker
May 2021 - August 2023 · 2 yrs 3 mos
State Registrations2 states
NJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.