Marc Tomei, financial advisor Bloomfield Hills MI
96 score

Marc Tomei

CRD Number: 5437835
Current Firm: On Investment Management Co

Marc Tomei (CRD# 5437835) is an Investment Advisor Representative working at On Investment Management Co in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Jan 2014 - Current 2
Ohio National Financial Services Cincinnati, OH Oct 2013 - Current 3
Oneamerica Securities Royal Oak, MI Dec 2009 - Dec 2013 4
American United Life Royal Oak, MI Oct 2009 - Dec 2013 4
Lpl Financial Corporation Shelby Township, MI Sep 2009 - Dec 2009 < 1
Mutual Service Corporation Shelby Township, MI May 2008 - Sep 2009 1
Axa Advisors, LLC New York, NY Oct 2007 - May 2008 < 1
Quicken Loans Livonia, MI Mar 2002 - Oct 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Marc G. Tomei
Phone Number: 855-262-0913
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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