Marc Markovitz (CRD# 4468109) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 22 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Glastonbury, CT | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Glastonbury, CT | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Trumbull, CT | Nov 2001 - Mar 2017 | 15 |
| Metropolitan Life Insurance Company | Trumbull, CT | Nov 2001 - Jul 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- CT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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