Marc
Lawrence

Fourstar Wealth Advisors, LLC

CRD#7725250
Investment Advisor
in Chicago, IL

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About this Advisor

Marc Lawrence is a financial advisor based in Chicago, Illinois, working with Fourstar Wealth Advisors, LLC. Marc has previously held positions at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank Of Fayette, University Of Alabama, Fayette Shop And Save, Fayette County High School, and Fayette Aquatic Center. Marc has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Marc is part of Fourstar Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 25 offices and 43 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Fourstar Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 N. Lasalle Street Suite 2225
Chicago, IL 60602

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,018,874,410

IL Average: $6,674,516,078
Total Number of Employees

43

IL Average: 44
Total Number of Accounts

2,940

IL Average: 2,564
Average Account Size

$346,556

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Marc Lawrence Work History

2023 - Present (2 years)

Merino Wealth Management

2022 - 2023 (1 year)

Mark Brown State Farm

2020 - 2022 (2 years)

Ryan Whitson State Farm

2018 - 2020 (2 years)

Rosen Harwood

2018 - 2018 (< 1 year)

Citizens Bank Of Fayette

2016 - 2018 (2 years)

University Of Alabama

2016 - 2016 (< 1 year)

Fayette Shop And Save

2015 - 2016 (1 year)

Fayette County High School

2015 - 2015 (< 1 year)

Fayette Aquatic Center

2014 - 2015 (1 year)

Fayette County High School

2014 - 2014 (< 1 year)

Fayette Aquatic Center

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Marc Lawrence 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 Fourstar Wealth Advisors, LLC

Brian Kasal
Chicago, IL
Marc Lawrence
Chicago, IL
Karen Harting
Mansfield, MA
Mark Harmon
Chicago, IL
Christopher Reardon
Chicago, IL
Richard English
Arlington, TX
John Walsh
Chicago, IL
Tucker Dunn
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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