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Marc Anthony Foti

Investment adviser representative at Fortis Group Advisors LLC
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. Fortis Group Advisors LLCAug 2019 to now
  2. LPL Financial, LLCAug 2019 to now
  3. MML Investors ServicesDec 2017 to Jul 2019
  4. MassmutualOct 2017 to Jul 2019
  5. M&t SecuritiesMay 2016 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

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
4995424
Firm CRD
290427
Advisor's SEC record (opens in a new tab)
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