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Marc Nathan Balcer

BLUEFIN INVESTMENT MANAGEMENT, LLC·BERWYN, Pennsylvania
Clean recordBLUEFIN INVESTMENT MANAGEMENT, LLC
1235 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 2857017Firm CRD# 161173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Nathan Balcer · BERWYN, PA
Registration
CRD #2857017 · BLUEFIN INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Nathan Balcer is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with BLUEFIN INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BLUEFIN INVESTMENT MANAGEMENT, LLC
BLUEFIN INVESTMENT MANAGEMENT, LLC
AUM
$272M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BLUEFIN INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2857017
Firm CRD# 161173
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Nathan Balcer offer?
Marc Nathan Balcer specializes in Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Marc Nathan Balcer's credentials?
Marc Nathan Balcer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Nathan Balcer located?
Marc Nathan Balcer is based in BERWYN, Pennsylvania, working with BLUEFIN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Marc Nathan Balcer charge for services?
Marc Nathan Balcer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEFIN INVESTMENT MANAGEMENT, LLC?
BLUEFIN INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUEFIN INVESTMENT MANAGEMENT, LLC

George Ivan Raupp
BERWYN, PA
Scott Anthony Burney
BERWYN, PA
Matthew Nmn Todorow
BERWYN, PA

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Research
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