Unclaimed Profile

Craig R Marson

5C CAPITAL MANAGEMENT, LLC·WOODCLIFF LAKE, New Jersey

Series 65Clean record21 years registered5C CAPITAL MANAGEMENT, LLC

50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 4354868Firm CRD# 284213

Profile Verification

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

Identity

Craig R Marson · WOODCLIFF LAKE, NJ

Registration

CRD #4354868 · 5C CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

5C CAPITAL MANAGEMENT, LLC

Feb 2017 – present

CLARK DODGE ASSET MANAGEMENT, LLC

Jul 2013 – Feb 2017

WHITE PLAINS, NY

STONEGATE WEALTH MANAGEMENT, LLC

Jan 2007 – Apr 2013

FAIR LAWN, NJ

GERSTEIN, FISHER & ASSOCIATES, INC.

Sep 2005 – Jan 2007

NEW YORK, NY

AMERICAN ECONOMIC PLANNING GROUP INC

Apr 2005 – Sep 2005

WATCHUNG, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 21, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

5C CAPITAL MANAGEMENT, LLC

CRD 284213 · SEC 801-108825

AUM

$525M

Regulatory assets under management

Employees

1,645 client accounts

Services offered by 5C CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 5C CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Craig R Marson offer?

Craig R Marson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.

What are Craig R Marson's credentials?

Craig R Marson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig R Marson located?

Craig R Marson is based in WOODCLIFF LAKE, New Jersey, working with 5C CAPITAL MANAGEMENT, LLC. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.

How does Craig R Marson charge for services?

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

How large is 5C CAPITAL MANAGEMENT, LLC?

5C CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $525M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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