Marc Foti, financial advisor Westwood NJ

Marc Foti

CRD Number: 4995424
Current Firm: Fortis Group Advisors LLC

Marc Foti (CRD# 4995424) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Westwood, NJ Aug 2019 - Current 4
Fortis Group Advisors Westwood, NJ Aug 2019 - Current 4
Mml Investors Services Edison, NJ Dec 2017 - Jul 2019 1
Massmutual Edison, NJ Oct 2017 - Jul 2019 1
M&t Securities Saddlebrook, NJ May 2016 - Oct 2017 1
Santander Bank Na Staten Island, NY May 2014 - Apr 2016 1
Santander Securities LLC Guaynabo, PR May 2014 - Apr 2016 1
The Prudential Insurance Company Of America East Brunswick, NJ May 2014 - May 2014 < 1
Pruco Securities, LLC East Brunswick, NJ May 2014 - May 2014 < 1
Santander Securities LLC Guaynabo, PR Oct 2013 - May 2014 < 1
Santander Bank, N.a. Staten Island, NJ Sep 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Marc A. Foti
Phone Number: 201-383-0630
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    3,948
    ACCOUNTS
  • Average Account Value
    $198,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, MN, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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