Marc
Rock
Fountainhead Advisors
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About this Advisor
Marc Rock is a financial advisor operating out of Warren, New Jersey who has 12 years of industry experience. Rock works at Fountainhead Advisors. Over the course of their career, they have held roles at Guardian Life Insurance Company, Ohio National Financial Services, Abrahamsenrock and Securevest Financial Group, Inc. Rock holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in New Jersey. Fountainhead Advisors is a financial advisory company based out of Warren, NJ. The firm has offices in two locations and a total of 23 financial advisors. It controls $507 million in assets among its 2,403 accounts, making it one of the larger firms in the nation by assets under management. Of its 2,403 client accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. Fountainhead Advisors offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the financial services offered. Fees charged by Fountainhead Advisors most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fountainhead Advisors Brokerage Details
$506,536,152
23
2,403
$210,793
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marc Rock Work History
Marc has been registered as a financial advisor for 12 years.*
Securevest Financial Group, Inc
Abrahamsenrock
Ohio National Financial Services
Guardian Life Insurance Company
*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 Rock 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 Fountainhead Advisors
Walnut Creek, CA
Warren, NJ
Warren, NJ
Warren, NJ
San Ramon, CA
Warren, NJ
Warren, NJ
Warren, 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.
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