Austin Sweerus, financial advisor Colts Neck NJ

Austin Sweerus

CRD Number: 5955088
Current Firm: Fortis Group Advisors LLC

Austin Sweerus (CRD# 5955088) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Colts Neck, NJ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Freehold, NJ Feb 2018 - Current 6
Fortis Group Advisors, LLC Freehold, NJ Feb 2018 - Current 6
Invest Financial Corp. Tampa, FL Oct 2011 - Feb 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Austin W. Sweerus
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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