Richard Lotito has been an investment adviser representative at Fortis Group Advisors since February 2018, 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.
Richard Lotito’s longest registration is the current one, 8 years at Fortis Group Advisors since 2018. Before joining Fortis Group Advisors in 2018, Richard Lotito was registered through LPL Financial LLC and Invest Financial Corporation.
- Fortis Group Advisors LLCCurrent– present · 8 yearsWestwood, NJ · Adviser representative · Firm CRD 290427
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 7 yearsEast Stroudsburg, PA · Adviser representative · Firm CRD 12984
- Sii Investments, Inc.– · under a yearScotrun, PA · Adviser representative · Firm CRD 2225
- Securities America Advisors, Inc.– · 2 yearsFairfield, NJ · Adviser representative · Firm CRD 110518
Investment adviser representative registrations
Richard Lotito is registered as an investment adviser representative in 2 states. The first approvals date from February 2018; the most recent is New Jersey, in November 2018.
- New JerseySince 26 November 2018
- PennsylvaniaSince 15 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 October 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 March 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Richard Salvatore Lotito
- CRD
- 4610992
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 345 KINDERKAMACK ROAD, Westwood, NJ 07675
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Richard Lotito work?
Richard Lotito is an investment adviser representative registered through Fortis Group Advisors LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Richard Lotito a financial advisor?
Yes. Richard Lotito has a current investment-adviser registration in New Jersey and Pennsylvania, through Fortis Group Advisors since February 2018.
How many years of experience does Richard Lotito have?
Richard Lotito has 23 years in the financial industry, since December 2002, across 5 adviser firms.
What exams has Richard Lotito passed?
Richard Lotito has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in December 2002. FINRA credited Richard Lotito with the SIE, which began in October 2018.
Where did Richard Lotito work before Fortis Group Advisors?
Before Fortis Group Advisors, Richard Lotito was registered through Invest Financial Corporation, March 2010 to February 2018; Sii Investments, Inc., December 2009 to March 2010; Securities America Advisors, Inc., August 2007 to December 2009.
Where is Richard Lotito based?
Richard Lotito’s registered office is in Westwood, NJ.
Is Richard Lotito registered with FINRA?
Yes. Richard Lotito has a current broker registration, under CRD 4610992.
Source: FINRA BrokerCheck
How can I verify Richard Lotito’s record?
Search CRD 4610992 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Lotito’s full registration record.
