Christopher Joseph Monroe
Investment adviser representative at Fortis Group Advisors LLC
25 yearsExperience
1 stateRegistered in
$822.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- LPL Financial LLCJul 2026 to now
- Fortis Group Advisors LLCJun 2026 to now
- National Life GroupSep 2020 to now
- Family Medical Equipment & Supply Company IncJun 2001 to now
- Equity Services IncSep 2020 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fortis Group Advisors LLC
$822.4MAssets managed
2,604Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651903
- Firm CRD
- 290427