Marc Harold Stoltz
Professional Summary
Marc Harold Stoltz was a registered financial advisor. Marc was a previously registered financial professional and started their career in finance 1987 - 2021. Marc had worked at 65 firms and has passed the Series 63, SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
ADVENTIX GLOBAL MARKETS LLC | JACKSON SQUARE PARTNERS | ANGEL ISLAND DEALER SERVICES, LLC | ANGEL ISLAND CAPITAL SERVICES, LLC
Contact Information
Main Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788Mailing Address
150 Motor Parkway 4th Floor, Hauppauge, NY 11788Phone Number
(516) 680-6630Established
Delaware since 12/26/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JACKSON SQUARE PARTNERS (UK) (FORMER NAME: ARDENT FINANCIAL LIMITED (UK) | 100% OWNER | — |
| MCCLEAN, DAVID EDWARD | FINOP, CFO, CCO | — |
| PERRY, JUSTIN MAXWELL | CEO | 2972607 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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