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Heather Anne Marcus

Private Advisor Group, LLC

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About Heather Anne Marcus

Heather Anne Marcus is a registered representative with Private Advisor Group, LLC. Heather has been in the industry since 2013 and has a Series 7, Series 66 and SIE. She is registered in Florida, Maryland, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Heather specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. She is a notary public and holds a few other business activities related to her profession.

Firm Information

Heather Marcus is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Heather Marcus’s Registration & Firm History

PA

06/30/2021 - Present

Private Advisor Group, LLC (York PA)

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Licenses & Designations

BOTH

Issued 09/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Anne Marcus.
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