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Marcus Alan Poteete

Scharf Investments, LLC

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About Marcus Alan Poteete

Marcus Alan Poteete is a financial advisor with Scharf Investments, LLC. He is based in Los Gatos, California. Marcus Poteete is a Certified Financial Planner and has over 10 years of experience in the financial services industry. He has worked with a number of firms including Edward Jones, Charles Schwab & Co., Inc. and Kestra Investment Services, LLC. Marcus Poteete is licensed to provide financial advice in California.

Firm Information

Marcus Poteete is currently registered with Scharf Investments, LLC. Scharf Investments, LLC is an investment advisor headquartered in Los Gatos, California. The firm provides a range of advisory services, including financial planning, portfolio management for individuals, businesses, and investment companies, and model recommendations. Scharf Investments manages over $4.5 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and other investment advisors. The firm is registered with the SEC and its SEC number is 801-18799.
Scharf Investments, LLC

16450 LOS GATOS BOULEVARD, SUITE 207

LOS GATOS, CA 95032

$4.54B

Assets Under Management

Not reported

Total Clients

11

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model recommendations

Model recommendations

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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performance-based fees

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

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Marcus Poteete’s Registration & Firm History

CA

05/22/2024 - Present

Scharf Investments, LLC (LOS GATOS CA)

CA

07/10/2023 - 03/01/2024

KESTRA INVESTMENT SERVICES, LLC (SAN JOSE CA)

CA

06/25/2018 - 06/20/2023

CHARLES SCHWAB & CO., INC. (Sunnyvale CA)

CA

02/10/2016 - 06/12/2018

EDWARD JONES (SANTA CRUZ CA)

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Licenses & Designations

BOTH

Issued 03/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Marcus Alan Poteete. Review regulatory record here.
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