Unclaimed Profile

Marc B. Minor

MARSTONE LLC·NEW YORK, New York

Clean recordMARSTONE LLC

575 FIFTH AVENUE, NEW YORK, NY 10017CRD# 6623029Firm CRD# 164810

Profile Verification

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

Identity

Marc B. Minor · NEW YORK, NY

Registration

CRD #6623029 · MARSTONE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marc B. Minor is a registered financial advisor based in NEW YORK, New York, affiliated with MARSTONE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MARSTONE LLC

AUM

$2M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARSTONE LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6623029

Firm CRD# 164810

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Frequently Asked Questions

What services does Marc B. Minor offer?

Marc B. Minor specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.

What are Marc B. Minor's credentials?

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

Where is Marc B. Minor located?

Marc B. Minor is based in NEW YORK, New York, working with MARSTONE LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Marc B. Minor charge for services?

Marc B. Minor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARSTONE LLC?

MARSTONE LLC has approximately 29 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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