Marc Bautis (CRD# 5564659) is an Investment Advisor Representative working at Bautis Financial, LLC in Montclair, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bautis Financial, LLC | Hasbrouk Heights, NJ | Nov 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- FL
- NJ
- NY
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$180,430
- A percentage of assets under your management
- 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
FL, NJ, NY
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