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Frank Andrew Vicendese

Investment adviser representative at Fortis Group Advisors LLC
12 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

12 years in the industry.

  1. Fortis Group Advisors LLCJan 2019 to now
  2. LPL Financial LLCJan 2019 to now
  3. IcbNov 2018 to Jan 2019
  4. Business Networking InternationalOct 2016 to Sep 2017
  5. Foresters Advisory Services LLCJun 2016 to Jan 2019
  6. Vicendese Mortgage and Realty CorpNov 2014 to Jul 2018
  7. Foresters Financial ServicesMay 2014 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
6265365
Firm CRD
290427
Advisor's SEC record (opens in a new tab)
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