Marc St. AndreCRD Number: 4594138
Current Firm: Capital Advisors Group, Inc.
Marc St. Andre (CRD# 4594138) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 16 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Capital Advisors Group||Newton, MA||Oct 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management8,261MILLIONS
Total Number of Accounts171ACCOUNTS
Average Account Value$48,308,459
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, MA, NJ, PA
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