Marc DefeoCRD Number: 3049157
Current Firm: Advice And Planning Services
Marc Defeo (CRD# 3049157) is an Investment Advisor Representative working at Advice And Planning Services in Stamford, CT and has over 19 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Tiaa||Stamford, CT||Jan 2014 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Stamford, CT||Jan 2014 - Current||4|
|Wells Fargo Advisors LLC||Wilton, CT||May 2009 - Jan 2014||4|
|Wachovia Bank, N.a.||Shelton, CT||Feb 2004 - Jan 2014||9|
|Wachovia Securities, LLC||Shelton, CT||Jun 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses