Sarah Tepper-Fazzari has been an investment adviser representative at Fortis Group Advisors since December 2022, 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.
- Fortis Group Advisors LLCCurrent– present · 3 yearsWestwood, NJ · Adviser representative · Firm CRD 290427
Investment adviser representative registrations
Sarah Tepper-Fazzari is registered as an investment adviser representative in New Jersey, since December 2022.
- New JerseySince 12 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 November 2022 |
| Series 7TO | General Securities Representative Examination | 12 September 2022 |
| SIE | Securities Industry Essentials Examination | 19 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7569926
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 345 Kinderkamack Road, SUITE B, Westwood, NJ 07675
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sarah Tepper-Fazzari work?
Sarah Tepper-Fazzari is an investment adviser representative registered through Fortis Group Advisors LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Tepper-Fazzari a financial advisor?
Yes. Sarah Tepper-Fazzari has a current investment-adviser registration in New Jersey, through Fortis Group Advisors since December 2022.
How many years of experience does Sarah Tepper-Fazzari have?
Sarah Tepper-Fazzari has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Sarah Tepper-Fazzari passed?
Sarah Tepper-Fazzari has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where is Sarah Tepper-Fazzari based?
Sarah Tepper-Fazzari’s registered office is in Westwood, NJ.
Is Sarah Tepper-Fazzari registered with FINRA?
Yes. Sarah Tepper-Fazzari has a current broker registration, under CRD 7569926.
Source: FINRA BrokerCheck
How can I verify Sarah Tepper-Fazzari’s record?
Search CRD 7569926 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sarah Tepper-Fazzari’s full registration record.
