Marc
Bautis

Bautis Financial, LLC

CRD#5564659
Investment Advisor
in Montclair, NJ

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About this Advisor

Marc Bautis is a financial advisor based in Montclair, New Jersey, working with Bautis Financial, LLC. Marc has previously held a position at Bautis Financial, LLC. Marc has passed the Series 66 regulatory exam and is registered to provide services in Florida, New Jersey, and New York. Currently, Marc is part of Bautis Financial, LLC, which operates out of Montclair, New Jersey. The firm has one office and five employees. The firm manages assets totaling $122.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bautis Financial, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8 Hillside Ave Suite Ll1
Montclair, NJ 07042

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Bautis Financial, LLC Brokerage Details

Total Assets Under Management

$121,970,868

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

676

NJ Average: 6,978
Average Account Size

$180,430

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Marc Bautis Work History

2008 - Present (16 years)

Bautis Financial, LLC

Disclosures

Please visit the SEC profile of Marc Bautis 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 Bautis Financial, LLC

John Williams
Montclair, NJ
Marc Bautis
Montclair, NJ

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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