Marc Tannenbaum (CRD# 4564256) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signature Select Wealth, LLC | Pittsburgh, PA | Dec 2019 - Current | 4 |
| Kestra Investment Services, LLC | Pittsburgh, PA | Apr 2016 - Current | 8 |
| Kestra Advisory Services, LLC | Pittsburgh, PA | Apr 2016 - Current | 8 |
| Signature Financial Planning | Pittsburgh, PA | Mar 2001 - Current | 23 |
| Nfp Advisor Services, LLC | Pittsburgh, PA | Feb 2009 - Sep 2016 | 7 |
| Nfp Securities, Inc. | Austin, TX | Aug 2005 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
- PA
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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