Matthew Simon has been an investment adviser representative at Fortis Group Advisors since February 2025, 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.
Matthew Simon’s longest registration was 2 years at Securian Financial Services, Inc. (2021–2023). Before joining Fortis Group Advisors in 2025, Matthew Simon was registered through Cetera Investment Advisers LLC and Securian Financial Services, Inc.
- Fortis Group Advisors LLCCurrent– present · 1 yearHolmdel, NJ · Adviser representative · Firm CRD 290427
- Cetera Investment Advisers LLC– · 1 yearWall, NJ · Adviser representative · Firm CRD 105644
- Securian Financial Services, Inc.– · 2 yearsWall, NJ · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Matthew Simon is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- New JerseySince 18 February 2025
- TexasSince 14 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 June 2021 |
| Series 7TO | General Securities Representative Examination | 11 May 2021 |
| SIE | Securities Industry Essentials Examination | 27 February 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Matthew Tyler Simon
- CRD
- 7367467
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 101 CRAWFORDS CORNER ROAD, SUITE 4125, Holmdel, NJ 07747
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Matthew Simon work?
Matthew Simon is an investment adviser representative registered through Fortis Group Advisors LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Simon a financial advisor?
Yes. Matthew Simon has a current investment-adviser registration in New Jersey and Texas, through Fortis Group Advisors since February 2025.
How many years of experience does Matthew Simon have?
Matthew Simon has 5 years in the financial industry, since May 2021, across 3 adviser firms.
What exams has Matthew Simon passed?
Matthew Simon has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2021.
Where did Matthew Simon work before Fortis Group Advisors?
Before Fortis Group Advisors, Matthew Simon was registered through Securian Financial Services, Inc., July 2021 to August 2023.
Where is Matthew Simon based?
Matthew Simon’s registered office is in Holmdel, NJ.
Is Matthew Simon registered with FINRA?
Yes. Matthew Simon has a current broker registration, under CRD 7367467.
Source: FINRA BrokerCheck
How can I verify Matthew Simon’s record?
Search CRD 7367467 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Simon’s full registration record.
