Eva Rullo has held the title Member at Fortis Group Advisors since May 2020, is a control person of the firm and directly owns between 25% and 50% of it. Eva Rullo studied at Rutgers University.
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.
Eva Rullo is a Partner, Financial Advisor with Christopher Edwards Financial Associates. She has served clients for over 23 years and specializes in asset management, retirement and estate planning for individuals, families and small businesses.
Eva Rullo’s longest registration was 9 years at Invest Financial Corporation (2008–2018). Before joining Fortis Group Advisors in 2020, Eva Rullo was registered through LPL Financial LLC and Invest Financial Corporation.
- Fortis Group Advisors LLCCurrent– present · 6 yearsColt'S Neck, NJ · Adviser representative · Firm CRD 290427
- LPL Financial LLC– · 2 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 9 yearsFreehold, NJ · Adviser representative · Firm CRD 12984
- Thrivent Investment Management Inc.– · 2 yearsFreehold, NJ · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Eva Rullo is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2020; the most recent is Texas, in October 2024.
- New JerseySince 8 June 2020
- TexasResidentSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 June 2005 |
| Series 7 | General Securities Representative Examination | 1 April 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 September 1993 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eva Marie Rullo
- CRD
- 2387610
- Firm
- Fortis Group Advisors · CRD 290427
- Role
- Member
- Office
- 9 PROFESSIONAL CIRCLE, SUITE 204, Colt'S Neck, NJ 07722
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- christopheredwardsfinancial.com
Where does Eva Rullo work?
Eva Rullo has held the title Member at Fortis Group Advisors LLC since May 2020, and is a control person of the firm.
Is Eva Rullo a financial advisor?
Yes. Eva Rullo has a current investment-adviser registration in New Jersey and Texas, through Fortis Group Advisors since June 2020.
How many years of experience does Eva Rullo have?
Eva Rullo has 29 years in the financial industry, since May 1997, across 4 adviser firms.
What exams has Eva Rullo passed?
Eva Rullo has passed 4 licensing exams: the Series 6, Series 7, Series 66 and Series 6TO. The earliest, the Series 6, was passed in September 1993. FINRA credited Eva Rullo with the SIE, which began in October 2018.
Where did Eva Rullo work before Fortis Group Advisors?
Before Fortis Group Advisors, Eva Rullo was registered through Invest Financial Corporation, March 2008 to February 2018; Thrivent Investment Management Inc., January 2006 to April 2008.
Where is Eva Rullo based?
Eva Rullo’s registered office is in Colt'S Neck, NJ.
Is Eva Rullo registered with FINRA?
Yes. Eva Rullo has a current broker registration, under CRD 2387610.
Source: FINRA BrokerCheck
How can I verify Eva Rullo’s record?
Search CRD 2387610 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eva Rullo’s full registration record.
