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Marc Lee Tannenbaum

Kestra Advisory Services, LLC

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About Marc Lee Tannenbaum

Marc Tannenbaum is an investment advisor representative with Kestra Advisory Services, LLC and Signature Select Wealth. Marc has been in the financial services industry since 2002. Marc is registered with the state of Pennsylvania as an investment advisor representative. Marc holds Series 6, 7, 63, 65, and SIE licenses. Marc also has the Chartered Financial Consultant designation.

Firm Information

Marc Tannenbaum is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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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.

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 Tannenbaum’s Registration & Firm History

PA

04/19/2016 - Present

Kestra Advisory Services, LLC (PITTSBURGH PA)

MA

07/31/2002 - 08/09/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

IA

Issued 05/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/30/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Lee Tannenbaum.
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