Marc
Feinberg

Nfp Retirement Inc

CRD#7684621
Investment Advisor
in New York, NY

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About this Advisor

Marc Feinberg is a financial advisor based in New York, New York, working with Nfp Retirement Inc. Marc has previously held positions at Nfp, Bwd Group, and Nfp Retirement, Inc. Marc has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Marc is part of Nfp Retirement Inc, which operates out of New York, New York. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

New York, NY

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

NY Average: $7,578,581,321
Total Number of Employees

219

NY Average: 43
Total Number of Accounts

5,514

NY Average: 3,727
Average Account Size

$17,492,654

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Marc Feinberg Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2015 - Present (9 years)

Nfp

2001 - 2015 (14 years)

Bwd Group

Disclosures

Please visit the SEC profile of Marc Feinberg 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 Nfp Retirement Inc

Nicholas Walker
Aliso Viejo, CA
Dallin Griffin
South Jordan, UT
Timothy Archard
Aliso Viejo, CA
Daniel Kallus
Houston, TX
Patrick Ilcin
Beachwood, OH
Faron Miller
Aliso Viejo, CA
Jared Marx
Aliso Viejo, CA
Daniel Bystrom
Aliso Viejo, CA

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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