Marc
Steinman
Waverly Advisors, LLC
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About this Advisor
Marc Steinman is a financial advisor based in Deerfield, Illinois, working with Waverly Advisors, LLC. Marc has previously held positions at Personal Financial Planning, Inc, Strategiq Financial Group, LLC, and Waverly Advisors, LLC. Marc has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Marc is part of Waverly Advisors, LLC, which operates out of Deerfield, Illinois. The firm has 18 offices and 153 employees. The firm manages assets totaling $11.4 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Waverly Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waverly Advisors, LLC Brokerage Details
$11,379,745,311
153
15,983
$711,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marc Steinman Work History
Waverly Advisors, LLC
Strategiq Financial Group, LLC
Personal Financial Planning, Inc
Disclosures
Please visit the SEC profile of Marc Steinman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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