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Marc Alan Fandetti

Armstrong Advisory Group Inc.

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About Marc Alan Fandetti

Marc Fandetti is an Investment Advisor Representative at Armstrong Advisory Group Inc. located in Needham, MA. Marc has over 20 years of experience in the financial services industry. Marc has earned the Certified Financial Planner and Chartered Financial Analyst designations. He is a registered Investment Advisor in Massachusetts. Marc has previously worked at Morgan Stanley, CitiStreet Advisors LLC and State Street Capital Markets, LLC. Marc is also a Radio Host for "The Financial Exchange" a financial radio program.

Firm Information

Marc Fandetti is currently registered with Armstrong Advisory Group Inc.. Armstrong Advisory Group Inc. is an investment advisor registered with the SEC, located in NEEDHAM, MA, United States. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They manage approximately $1 billion - $10 billion in assets and have a wrap fee program available for their clients.
Armstrong Advisory Group Inc.

144 GOULD STREET

NEEDHAM, MA 02494

$1.22B

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Marc Fandetti’s Registration & Firm History

MA

05/16/2022 - Present

Armstrong Advisory Group Inc. (NEEDHAM MA)

MA

09/12/2016 - 10/17/2017

MORGAN STANLEY (WELLESLEY MA)

CT

09/28/2000 - 04/03/2006

CITISTREET ADVISORS LLC (WINDSOR CT)

NJ

05/24/2000 - 09/28/2000

CITISTREET EQUITIES LLC (SOMERSET NJ)

MA

08/03/1998 - 05/24/2000

STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/19/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/31/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Alan Fandetti.
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