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Marc Scudillo

Prosperity - AN Eisneramper Co.

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About Marc Scudillo

Marc Scudillo is a financial advisor with over 25 years of experience in the financial services industry. Marc has a strong background in providing investment advice and wealth management services to individuals, families, and businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, 31, 63 and 65 licenses. Marc is currently registered with Prosperity - An Eisneramper Co. and previously worked with APW Capital, Inc., Securities America, Inc., 1st Global Capital Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Advisors Group, Inc. Marc's expertise includes financial planning, retirement planning, college savings, and estate planning.

Firm Information

Marc Scudillo is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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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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 Scudillo’s Registration & Firm History

NJ

02/20/2024 - Present

Prosperity - AN Eisneramper Co. (ISELIN NJ)

NJ

08/16/2010 - 05/01/2023

APW CAPITAL, INC. (ISELIN NJ)

NJ

08/31/2001 - 08/16/2010

SECURITIES AMERICA, INC. (BRIDGEWATER NJ)

TX

01/22/1999 - 09/21/2001

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

NY

02/25/1997 - 01/26/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MD

10/22/1996 - 02/24/1997

THE ADVISORS GROUP, INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 03/26/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2001

Series 24 - General Securities Principal Examination

BC

Issued 05/01/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 10/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Scudillo.
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