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Marcus G Hunter

Steward Partners Investment Advisory, LLC

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About Marcus G Hunter

Marcus Hunter is a financial advisor with Steward Partners Investment Advisory, LLC. Marcus has over 20 years of experience in the financial services industry. Marcus has a Series 6, 7, 10, 24, 26, 52, 53, 63, 65, and 99 license. Marcus is registered with the state of Oregon and Utah. Marcus specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Marcus Hunter is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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 individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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Marcus Hunter’s Registration & Firm History

NY

09/04/2024 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

UT

10/28/2021 - 01/11/2022

E*TRADE SECURITIES LLC (South Jordan UT)

UT

01/21/2020 - 10/28/2021

MORGAN STANLEY (SOUTH JORDAN UT)

NV

11/21/2014 - 08/01/2019

MORGAN STANLEY (RENO NV)

UT

01/03/2011 - 10/16/2014

WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)

UT

12/03/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

UT

12/10/2002 - 08/24/2010

METLIFE SECURITIES INC. (SANDY UT)

UT

12/10/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (SANDY UT)

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Licenses & Designations

IA

Issued 6/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 1/2/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/2/2014

Series 4 - Registered Options Principal Examination

BC

Issued 12/23/2009

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/21/2009

Series 24 - General Securities Principal Examination

BC

Issued 9/30/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/6/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/8/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus G Hunter.
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