Unclaimed Profile

Mark Anthony Cortazzo

MACRO CONSULTING GROUP LLC·PARSIPPANY, New Jersey

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record24 years registeredMACRO CONSULTING GROUP LLC

1639 ROUTE 10 EAST, PARSIPPANY, NJ 07054CRD# 1995986Firm CRD# 108755

Profile Verification

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

Identity

Mark Anthony Cortazzo · PARSIPPANY, NJ

Registration

CRD #1995986 · MACRO CONSULTING GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MACRO CONSULTING GROUP LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2021 – Jul 2025

NAPLES, FL

MACRO CONSULTING GROUP

Mar 2004 – Jul 2021

PARSIPPANY, NJ

SII INVESTMENTS, INC.

Feb 2002 – Nov 2012

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 26, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACRO CONSULTING GROUP LLC

CRD 108755 · SEC 801-70753

AUM

$485M

Regulatory assets under management

Employees

416 client accounts

Services offered by MACRO CONSULTING GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACRO CONSULTING GROUP LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PARSIPPANY?

Browse all registered financial advisors in PARSIPPANY, New Jersey or claim this profile if it's yours.

Browse PARSIPPANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Anthony Cortazzo offer?

Mark Anthony Cortazzo specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Anthony Cortazzo's credentials?

Mark Anthony Cortazzo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Anthony Cortazzo located?

Mark Anthony Cortazzo is based in PARSIPPANY, New Jersey, last registered with MACRO CONSULTING GROUP LLC.

How does Mark Anthony Cortazzo charge for services?

Mark Anthony Cortazzo'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 MACRO CONSULTING GROUP LLC?

MACRO CONSULTING GROUP LLC has approximately 22 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →