Macro Consulting Group

Macro Consulting Group (CRD# 108755) is a financial advisory firm headquartered in Parsippany, NJ. They manage $311,000,000 in 450 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $691,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Macro Consulting Group
Showing 1 - 5 of 5 top financial advisors.
1
Mark A. Cortazzo
CRD#: 1995986
1639 Route 10 East, 1st Floor, Parsippany, NJ 07054
96
Wealthminder
score

Mark Cortazzo (CRD# 1995986) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 27 years of experience in the finance industry. Mark Cortazzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen D. Esposito
CRD#: 5568332
1639 Route 10 East, 1st Floor, Parsippany, NJ 07054
96
Wealthminder
score

Stephen Esposito (CRD# 5568332) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 8 years of experience in the finance industry. Stephen Esposito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas J. Moyer
CRD#: 1741750
1639 Route 10 East, 1st Floor, Parsippany, NJ 07054
96
Wealthminder
score

Thomas Moyer (CRD# 1741750) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 28 years of experience in the finance industry. Thomas Moyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nicholas Spagnoletti
CRD#: 2088786
1639 Route 10 East, First Floor, Parsippany, NJ 07054
96
Wealthminder
score

Nicholas Spagnoletti (CRD# 2088786) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 22 years of experience in the finance industry. Nicholas Spagnoletti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gary C. Ribe
CRD#: 4816798
1639 Route 10 East, 1st Floor, Parsippany, NJ 07054
86
Wealthminder
score

Gary Ribe (CRD# 4816798) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 11 years of experience in the finance industry. Gary Ribe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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