Marc
St. Andre
Capital Advisors Group, Inc
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About this Advisor
Marc St. Andre is a financial advisor based in Newton, Massachusetts, working with Capital Advisors Group, Inc. Marc has previously held a position at Capital Advisors Group. Marc has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Marc is part of Capital Advisors Group, Inc, which operates out of Newton, Massachusetts. The firm has 3 offices and 29 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, educational seminars, and other services. The fee structure at Capital Advisors Group, Inc includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors Group, Inc Brokerage Details
$25,878,690,378
29
267
$96,923,934
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Marc St. Andre Work History
Capital Advisors Group
Disclosures
Please visit the SEC profile of Marc St. Andre 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 Capital Advisors Group, Inc
Boston, MA
Boston, MA
Sherborn, MA
Newton, MA
Newton, MA
Toronto,
Sherborn, MA
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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