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Marc Arthur Bautis

BAUTIS FINANCIAL, LLC·MONTCLAIR, New Jersey
Clean recordBAUTIS FINANCIAL, LLC
8 HILLSIDE AVE, MONTCLAIR, NJ 07042CRD# 5564659Firm CRD# 148582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Arthur Bautis · MONTCLAIR, NJ
Registration
CRD #5564659 · BAUTIS FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Arthur Bautis is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with BAUTIS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BAUTIS FINANCIAL, LLC
BAUTIS FINANCIAL, LLC
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BAUTIS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5564659
Firm CRD# 148582
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Arthur Bautis offer?
Marc Arthur Bautis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are Marc Arthur Bautis's credentials?
Marc Arthur Bautis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Arthur Bautis located?
Marc Arthur Bautis is based in MONTCLAIR, New Jersey, working with BAUTIS FINANCIAL, LLC. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.
How does Marc Arthur Bautis charge for services?
Marc Arthur Bautis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAUTIS FINANCIAL, LLC?
BAUTIS FINANCIAL, LLC has approximately 5 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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