Unclaimed Profile

Marc Nathan Balcer

BLUEFIN INVESTMENT MANAGEMENT, LLC·BERWYN, Pennsylvania

SIE, Series 6, Series 63Clean record4 years registeredBLUEFIN 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 · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUEFIN INVESTMENT MANAGEMENT, LLC

GIRARD ADVISORY SERVICES, LLC

Oct 2021 – Sep 2025

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · October 20, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEFIN INVESTMENT MANAGEMENT, LLC

CRD 161173 · SEC 801-73349

AUM

$272M

Regulatory assets under management

Employees

2 client accounts

Services offered by BLUEFIN INVESTMENT MANAGEMENT, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BLUEFIN INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Nathan Balcer offer?

Marc Nathan Balcer specializes in Retirement Planning, Wealth Management.

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, last registered with BLUEFIN INVESTMENT MANAGEMENT, LLC.

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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