Matthew Alfonzetti (CRD# 7015437) is an Investment Advisor Representative working at Fortis Capital Advisors, LLC in Prairie Village, KS and has over 4 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Capital Advisors, LLC | Armonk, NY | Feb 2021 - Current | 3 |
| Truvium Capital Partners, LLC | Armonk, NY | Feb 2021 - Current | 3 |
| Guardian Life Insurance Company | Armonk, NY | Apr 2020 - Jan 2021 | < 1 |
| Park Avenue Securities | Armonk, NY | Apr 2020 - Jan 2021 | < 1 |
| Park Avenue Securities, LLC | Roslyn, NY | Apr 2019 - Apr 2020 | 1 |
| Guardian Life Insurance Co Of America | Roslyn, NY | Jan 2019 - Apr 2020 | 1 |
| Unemployed | Amawalk, NY | May 2018 - Jan 2019 | < 1 |
| Syracuse University | Syracuse, NY | Oct 2016 - May 2018 | 1 |
| Syracuse University | Syracuse, NY | Aug 2014 - May 2018 | 3 |
| The Sloppy Tuna | Montauk, NY | Jun 2016 - Aug 2017 | 1 |
| New York Sports Club | Somers, NY | May 2014 - Apr 2016 | 1 |
| Somers Schools | Somers, NY | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NY
-
Total Assets Under Management332MILLIONS
-
Total Number of Accounts1,024ACCOUNTS
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Average Account Value$324,028
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, VT
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