Unclaimed Profile

Marc Alan Fandetti

MEKETA INVESTMENT GROUP INC·WESTWOOD, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65, Series 66CFP CFAClean record25 years registeredMEKETA INVESTMENT GROUP INC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090-1150CRD# 3096370Firm CRD# 110601

Profile Verification

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

Identity

Marc Alan Fandetti · WESTWOOD, MA

Registration

CRD #3096370 · MEKETA INVESTMENT GROUP INC · 25 years registered

Brand Profile

Not yet started

Career History

ARMSTRONG ADVISORY GROUP INC.

May 2022 – present

MORGAN STANLEY

Sep 2016 – Oct 2017

WELLESLEY, MA

CITISTREET ADVISORS LLC

Jan 2001 – Apr 2006

QUINCY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 1, 2001

Years registered · 25

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEKETA INVESTMENT GROUP INC

CRD 110601 · SEC 801-14519

AUM

$9.7B

Regulatory assets under management

Employees

231

28 client accounts

Services offered by MEKETA INVESTMENT GROUP INC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at MEKETA INVESTMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Marc Alan Fandetti offer?

Marc Alan Fandetti specializes in Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Marc Alan Fandetti's credentials?

Marc Alan Fandetti holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marc Alan Fandetti located?

Marc Alan Fandetti is based in WESTWOOD, Massachusetts, working with MEKETA INVESTMENT GROUP INC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Marc Alan Fandetti charge for services?

Marc Alan Fandetti'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 MEKETA INVESTMENT GROUP INC?

MEKETA INVESTMENT GROUP INC has approximately 231 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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