Christopher Monroe has been an investment adviser representative at Fortis Group Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
Christopher Monroe’s longest registration was 4 years at Esi Financial Advisors (2020–2025). Before joining Fortis Group Advisors in 2026, Christopher Monroe was registered through Esi Financial Advisors.
- Fortis Group Advisors LLCCurrent– present · under a yearBradenton, FL · Adviser representative · Firm CRD 290427
- LPL Financial LLCAlso current– present · under a yearBradenton, FL · Adviser representative and broker · Firm CRD 6413
- Esi Financial Advisors– · 4 yearsBradenton, FL · Adviser representative · Firm CRD 265
Investment adviser representative registrations
Christopher Monroe is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 19 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 6 July 2026 |
| Series 66 | Uniform Combined State Law Examination | 29 October 2020 |
| Series 7TO | General Securities Representative Examination | 15 October 2020 |
| SIE | Securities Industry Essentials Examination | 17 June 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 September 1995 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Christopher Joseph Monroe
- CRD
- 2651903
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- Bradenton, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Christopher Monroe work?
Christopher Monroe is an investment adviser representative registered through Fortis Group Advisors LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Monroe a financial advisor?
Yes. Christopher Monroe has a current investment-adviser registration in Florida, through Fortis Group Advisors since August 2026.
How many years of experience does Christopher Monroe have?
Christopher Monroe has 17 years in the financial industry, since November 2008, across 3 adviser firms.
What exams has Christopher Monroe passed?
Christopher Monroe has passed 6 licensing exams: the Series 63, Series 6, SIE, Series 7TO, Series 66 and Series 6TO. The earliest, the Series 63, was passed in September 1995.
Where did Christopher Monroe work before Fortis Group Advisors?
Before Fortis Group Advisors, Christopher Monroe was registered through Esi Financial Advisors, October 2020 to May 2025.
Where is Christopher Monroe based?
Christopher Monroe’s registered office is in Bradenton, FL.
Is Christopher Monroe registered with FINRA?
Yes. Christopher Monroe has a current broker registration, under CRD 2651903.
Source: FINRA BrokerCheck
How can I verify Christopher Monroe’s record?
Search CRD 2651903 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Monroe’s full registration record.
