Unclaimed Profile

Marc Evan Friedman

INVESTMENT SECURITY GROUP, INC.·DENVER, Colorado

SIE, Series 7, Series 31, Series 63, Series 65Clean record10 years registeredINVESTMENT SECURITY GROUP, INC.

4601 DTC BLVD # 600, DENVER, CO 80237CRD# 2766795Firm CRD# 136568

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Evan Friedman · DENVER, CO

Registration

CRD #2766795 · INVESTMENT SECURITY GROUP, INC. · 10 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Sep 2021 – present

INVESTMENT SECURITY GROUP, INC.

Jan 2019 – Dec 2021

DENVER, CO

MOUNT YALE INVESTMENT ADVISORS, LLC

Feb 2016 – May 2019

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · February 9, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT SECURITY GROUP, INC.

CRD 136568 · SEC 801-64651

AUM

$798M

Regulatory assets under management

Employees

2,661 client accounts

Services offered by INVESTMENT SECURITY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT SECURITY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Evan Friedman offer?

Marc Evan Friedman specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Marc Evan Friedman's credentials?

Marc Evan Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Evan Friedman located?

Marc Evan Friedman is based in DENVER, Colorado, working with INVESTMENT SECURITY GROUP, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Marc Evan Friedman charge for services?

Marc Evan Friedman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT SECURITY GROUP, INC.?

INVESTMENT SECURITY GROUP, INC. has approximately 10 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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