Marc
Fandetti

Armstrong Advisory Group Inc

CRD#3096370
Investment Advisor
in Needham Heights, MA

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About this Advisor

Marc Fandetti is a financial advisor based in Needham Heights, Massachusetts, working with Armstrong Advisory Group Inc. Marc has previously held positions at Meketa Inv. Group, Morgan Stanley, Armstrong Advisory Group Inc, Manulife, and River And Mercantile, LLC. Marc has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Marc is part of Armstrong Advisory Group Inc, which operates out of Needham Heights, Massachusetts. The firm has 11 offices and 22 employees. The firm manages assets totaling $1.2 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, and educational seminars. The fee structure at Armstrong Advisory Group Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

144 Gould Street Suite 210
Needham Heights, MA 02494

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Armstrong Advisory Group Inc Brokerage Details

Total Assets Under Management

$1,221,314,451

MA Average: $16,012,751,954
Total Number of Employees

22

MA Average: 118
Total Number of Accounts

3,684

MA Average: 4,567
Average Account Size

$331,519

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Marc Fandetti Work History

2022 - Present (2 years)

Armstrong Advisory Group Inc

2019 - 2022 (3 years)

Manulife

2017 - 2018 (1 year)

River And Mercantile, LLC

2016 - 2016 (< 1 year)

Morgan Stanley

2016 - 2017 (1 year)

Morgan Stanley

2006 - 2016 (10 years)

Meketa Inv. Group

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

Mark Schaffer
Wallingford, CT
Scott Wilson
Needham Heights, MA
Michael Armstrong
Portsmouth, NH
Andrew Haff
Needham Heights, MA
Paul Lane
Cranston, RI
Matthew Sczurek
Wallingford, CT
Cash Armstrong
Needham Heights, MA
Charles Zodda
Portsmouth, NH

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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