Marc
Dougherty

Fig Tree Wealth Management LLC

CRD#5549546
Investment Advisor
in Port Murray, NJ

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About this Advisor

Marc Dougherty is a financial advisor based in Port Murray, New Jersey who has 1 year of industry experience. Dougherty is an employee of Fig Tree Wealth Management LLC. During their career, Dougherty has held roles at M Holdings Securities, Inc, Greenberg & Rapp, Solar City Corp, College Forward, Posigen Solar, Dp & Yonos, Benchmark Restaurant, Ministry Of Education (Spain), Wwoofing.Org, Fig Tree Wealth Management LLC, Renewal Wealth LLC and 12 Stones Partners. Dougherty 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. Fig Tree Wealth Management LLC is an advisory firm with a branch in Port Murray, New Jersey.

Certifications and Registrations

Series 66

Years Registered*

1 year

Office Location

Port Murray, NJ

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Marc Dougherty Work History

Marc has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fig Tree Wealth Management LLC

2020 - 2021 (1 year)

Renewal Wealth LLC

2019 - 2022 (3 years)

12 Stones Partners

2016 - 2019 (3 years)

M Holdings Securities, Inc

2016 - 2019 (3 years)

Greenberg & Rapp

2016 - 2016 (< 1 year)

Dp & Yonos

2015 - 2015 (< 1 year)

Solar City Corp

2015 - 2015 (< 1 year)

College Forward

2015 - 2016 (1 year)

Posigen Solar

2014 - 2014 (< 1 year)

Wwoofing.Org

2013 - 2013 (< 1 year)

Benchmark Restaurant

2013 - 2014 (1 year)

Ministry Of Education (Spain)

*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 Dougherty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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