Marc Guido (CRD# 5674772) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Montclair, NJ and has over 11 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 |
|---|---|---|---|
| Calton & Associates, Inc. | Teaneck, NJ | Feb 2019 - Current | 5 |
| Rmr Wealth Builders, Inc. | Teaneck, NJ | Feb 2019 - Current | 5 |
| Cash Cash, LLC | Roseland, NJ | Jan 2017 - Feb 2019 | 2 |
| Hennion & Walsh | Parsippany, NJ | Jan 2018 - May 2018 | < 1 |
| Summit Equities, Inc. | Parsippany, NJ | Oct 2017 - Oct 2017 | < 1 |
| Summit Risk Management, Inc. | Parsippany, NJ | Oct 2017 - Oct 2017 | < 1 |
| Summit Financial Resources, Inc. | Parisppany, NJ | Oct 2017 - Oct 2017 | < 1 |
| David Lerner Associates | Teaneck, NJ | Sep 2017 - Sep 2017 | < 1 |
| Unemployed | North Caldwell, NJ | Jan 2017 - Sep 2017 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Feb 2016 - Jan 2017 | < 1 |
| David Elefant Wealth Management Group | Rockaway, NJ | Feb 2016 - Jan 2017 | < 1 |
| Unemployed | North Caldwell, NJ | Nov 2015 - Feb 2016 | < 1 |
| United States Army | North Caldwell, NJ | Jul 2015 - Nov 2015 | < 1 |
| Unemployed | North Caldwell, NJ | Nov 2014 - Jul 2015 | < 1 |
| Wells Fargo Advisors, LLC | New York, NY | May 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- NJ
-
Total Assets Under Management1,696MILLIONS
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Total Number of Accounts3,965ACCOUNTS
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Average Account Value$427,675
- 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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