Marcus DevitoCRD Number: 6381718
Current Firm: Park Avenue Securities LLC
Marcus Devito (CRD# 6381718) is an Investment Advisor Representative working at Park Avenue Securities LLC in New Haven, CT and has over 4 years of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Guardian Life Insurance Company||New Haven, CT||Nov 2019 - Current||2|
|Park Avenue Securities||New Haven, CT||Nov 2019 - Current||2|
|Guardian Life Insurance Company||Madison, CT||Nov 2018 - Oct 2019||< 1|
|Park Avenue Securities||Madison, CT||Nov 2018 - Oct 2019||< 1|
|Park Avenue Securities, LLC||Hamden, CT||Dec 2018 - Dec 2018||< 1|
|Guardian Life Insurance Co Of America||Hamden, CT||Nov 2018 - Nov 2018||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||May 2017 - Nov 2018||1|
|Northwestern Mutual Investment Services LLC||Fairfield, CT||Sep 2016 - Nov 2018||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2016 - Nov 2018||2|
|Unemployed||Branford, CT||Dec 2015 - Feb 2016||< 1|
|Student||Villanova, PA||Aug 2005 - Dec 2015||10|
|Soundview Ymca||Branford, CT||Aug 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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