Richard Lotito (CRD# 4610992) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 21 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Westwood, NJ | Feb 2018 - Current | 6 |
| Fortis Group Advisors, LLC | Westwood, NJ | Feb 2018 - Current | 6 |
| Invest Financial Corporation | East Stroudsburg, PA | Mar 2010 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- NJ
- PA
-
Total Assets Under Management783MILLIONS
-
Total Number of Accounts3,948ACCOUNTS
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Average Account Value$198,412
- 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
- Selection of other advisers (including private fund managers)
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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