Invested Better
Unclaimed

Unclaimed

Unclaimed

Marc Joseph Maricondo

McMillan Analysis Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marc? Claim Your Profile

About Marc Joseph Maricondo

Marc Joseph Maricondo is an investment advisor representative registered with McMillan Analysis Corp. Marc is located in Randolph, New Jersey and has been in the industry since June 2020. Marc has been registered with the state of New Jersey and holds the Series 65 license. Marc has a specialization in providing financial consulting and expert witness services. The firm's services include portfolio management, financial planning, and investment advisory services. The firm provides services for individuals, businesses, and pooled investment vehicles.

Firm Information

Marc Maricondo is currently registered with McMillan Analysis Corp.. McMillan Analysis Corp. is an investment advisor with 5 investment adviser representatives. They offer portfolio management services for individuals and businesses, and also provide financial consulting and expert witness services. The firm has assets under management of $42,572,227. They primarily serve high-net-worth individuals, other investment advisors, corporations, and individuals.

$42.57M

Assets Under Management

Not reported

Total Clients

5

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting and expert witness services

Financial consulting and expert witness services

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Seminar fees; publication fees, expert witness fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marc Maricondo’s Registration & Firm History

NJ

10/25/2022 - Present

McMillan Analysis Corp. (RANDOLPH NJ)

Not sure if Marc Joseph Maricondo is right for you?

Licenses & Designations

IA

Issued 10/15/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Joseph Maricondo.
Not sure if Marc Joseph Maricondo is right for you?