Marie Decaprio (CRD# 4887667) is an Investment Advisor working at MCD Advisors in Briarcliff Manor, NY and SMF Financial Advisors in Clifton, NJ and has 27 years of experience in the finance industry. Marie DeCaprio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Additionally Marie holds and MBA from New York University School of Business and holds the CFA Charter, the globally recognized designation for investment managers and financial analysts.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sax Wealth Advisors, Llc F/k/a Smf Financial Advisors LLC | Parsippany, NJ | Feb 2015 - Current | 9 |
| Mcd Advisors | Briarcliff Manor, NY | Dec 2003 - Jul 2017 | 13 |
- NJ
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts2,716ACCOUNTS
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Average Account Value$640,410
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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