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Michael Devizio

Advisor at Fortis Group Advisors LLC

Updated today

Location

Westwood, NJ 07675

Credentials

Series 66

Industry experience

13 years

About

Michael Devizio is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at LPL Financial, LLC and MML Investors Services, including MassMutual, from 2013 to 2019. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm offers diversified portfolio management and financial planning, utilizing risk-profiling technology and third-party manager evaluation to tailor client solutions.

Client services

Based on Fortis Group Advisors LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Fortis Group Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing

Occupation focus

Based on Fortis Group Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement

Project-based

Up to $400.00 per hour depending on complexity

Other

Account minimum: $50,000

Location

345 Kinderkamack Road, Suite B

Westwood, NJ 07675

Most active in

New Jersey · Texas

Work history

LPL Financial, LLC

2019 - Present (7 years)

Fortis Group Advisors LLC

2019 - Present (7 years)

MML INVESTORS SERVICES

2013 - 2019 (6 years)

Mass mutual

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John W

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Wealth management Passive / index investing General retirement planning
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White Plains, NY

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Options & derivatives strategies Divorce financial planning
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Stephanie B

Series 65

Oakland, NJ

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Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Series 63

Upper Saddle River, NJ

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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Antonio T

CFP®, Series 63

White Plains, NY

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Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Financial Planning Associates, LLC and previously worked at Gladstone Wealth Partners. In addition to his advisory work, he is involved in insurance sales on a part-time basis. Financial Planning Associates, LLC provides investment supervisory services and financial planning to individuals, high-net-worth households, and small business clients, including pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management using both fundamental and technical analysis, and it maintains an affiliated insurance practice alongside its investment services.

Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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David F

Series 63, Series 65

Englewood Cliffs, NJ

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David Frazier is a financial advisor with Malvern Ridge Wealth Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, PRUCO Securities, and The Prudential Insurance Company of America. Outside of advising, he is involved in medical practice consulting, operates an art studio, and works in various insurance brokerage roles. Malvern Ridge Wealth Management is an independent firm managing approximately $6.9 million for about 21 clients. The firm offers tailored investment management and financial planning services, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, complemented by periodic account reviews and the option for discretionary management.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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