Marc
Fandetti
Armstrong Advisory Group Inc
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About this Advisor
Marc Fandetti is a certified financial planner and chartered financial analyst working in Needham Heights, Massachusetts who has 1 year of industry experience. Fandetti works at Armstrong Advisory Group Inc. Over the course of their career, they have held roles at Meketa Inv. Group, Morgan Stanley, Armstrong Advisory Group Inc, Manulife and River And Mercantile, LLC. Fandetti holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Armstrong Advisory Group Inc is an advisory firm based out of Needham Heights, MA. The company has offices in nine locations and a total of 25 financial advisors. It oversees $1 billion in total assets among its 3,386 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 3,386 client accounts, 43% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees charged by Armstrong Advisory Group Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Armstrong Advisory Group Inc Brokerage Details
$1,019,991,578
25
3,386
$301,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marc Fandetti Work History
Marc has been registered as a financial advisor for 1 years.*
Armstrong Advisory Group Inc
Manulife
River And Mercantile, LLC
Morgan Stanley
Morgan Stanley
Meketa Inv. 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 Marc Fandetti 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 Armstrong Advisory Group Inc
Needham Heights, MA
Needham Heights, MA
Cranston, RI
Needham Heights, MA
Wallingford, CT
Portsmouth, NH
Portsmouth, NH
Needham Heights, MA
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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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.