Marcos
Peixoto

Act Two Investors LLC

CRD#4782526
Investment Advisor
in Westport, CT

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About this Advisor

Marcos Peixoto is a financial advisor operating out of Westport, Connecticut who has 1 year of relevant experience. Peixoto currently works for Act Two Investors LLC. Their career trajectory has included roles at Act Two Investors LLC, Self Employed - Dba Quartermaster Consulting Services, The Doman Group and Macro Consulting Group. Peixoto has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in California and Texas. Act Two Investors LLC is a financial advisory firm operating in Westport, Connecticut. The company has just one financial advisor. It handles $123 million in total assets between its 76 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 76 accounts, 74% are associated with high-net-worth clients who have at least $1 million in investable assets. The business offers portfolio management for individuals and small businesses. Financial advisory fee schedules are based on the type of services offered. Fees billed by Act Two Investors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Westport, CT

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Act Two Investors LLC Brokerage Details

Total Assets Under Management

$123,254,162

Total Number of Employees

1

Total Number of Accounts

76

Average Account Size

$1,621,765

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Marcos Peixoto Work History

Marcos has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Act Two Investors LLC

2019 - 2020 (1 year)

Self Employed - Dba Quartermaster Consulting Services

2014 - 2018 (4 years)

Macro Consulting Group

2012 - 2013 (1 year)

The Doman Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marcos Peixoto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Act Two Investors LLC

Marcos Peixoto
Westport, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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