Marc
Abramson
Precision Financial Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Marc Abramson is a financial advisor operating out of Mine Hill, New Jersey, with a total of 10 years of industry experience. Abramson is an employee of Precision Financial Services. Their career trajectory has included roles at Lpl Financial LLC, Soho Apparel, Cathy Daniels, Pfs Partners, LLC and Leigh Baldwin & Co., LLC. Abramson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Precision Financial Services is a financial advisory business operating out of Mine Hill, NJ. The investment advisory business has offices in two locations and a total of nine people on staff. It manages $268 million in assets under management among its 1,168 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,168 client accounts, 21% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Precision Financial Services performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees depend on which services the firm provides the client. Fees billed by Precision Financial Services can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Precision Financial Services Brokerage Details
$267,887,999
9
1,168
$229,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Marc Abramson Work History
Marc has been registered as a financial advisor for 10 years.*
Pfs Partners, LLC
Leigh Baldwin & Co., LLC
Lpl Financial LLC
Soho Apparel
Cathy Daniels
*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 Abramson 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 Precision Financial Services
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
