Marc P. Sultan

FORTHRIGHT PARTNERSTM

Las Vegas, NV

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CRD#: 1709281

Professional summary

Marc Paul Sultan is a registered financial advisor currently at FORTHRIGHT PARTNERSTM located in Las Vegas, Nevada.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Marc has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Paul Sultan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 2025 - Present

FORTHRIGHT PARTNERSTM

RIA

CRD#: 317358

Las Vegas, NV

Past

May 6, 2015 - April 8, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

LAS VEGAS, NV

Past

April 13, 2015 - April 8, 2024

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

LAS VEGAS, NV

Past

April 15, 2010 - January 22, 2014

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

LAS VEGAS, NV

Past

July 7, 2009 - January 22, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LAS VEGAS, NV

Past

June 15, 2007 - July 9, 2009

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LAS VEGAS, NV

Past

June 30, 2004 - June 24, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAS VEGAS, NV

Past

June 30, 2004 - June 24, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 13, 2003 - June 24, 2004

FISHER INVESTMENTS

RIA

CRD#: 107342

LAS VEGAS, NV

Past

June 14, 2000 - December 3, 2002

NUVEEN FUND ADVISORS, LLC

RIA

CRD#: 104626

CHICAGO, IL

Past

May 8, 2000 - December 2, 2002

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

March 12, 1997 - February 28, 2000

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

January 28, 1992 - March 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 21, 1987 - January 30, 1992

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(3/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 10/3/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

FORTHRIGHT PARTNERSTM

DEVAN WYSON DBA: FORTHRIGHT PARTNERS | IRONFORGE LLC DBA FORTHRIGHT PARTNERS | FORTHRIGHT PARTNERSTM | DEVAN WYSON DBA: FORTHRIGHT PARTNERSTM

CRD#: 317358 / SEC#:

Nevada

Registered Investment Advisory firm - (1/27/2022 Approved)

Texas

Registered Investment Advisory firm - (2/3/2025 Conditional Restricted)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(702) 688-2540

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 1,360,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marc P. Sultan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Paul Sultan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FISHER INVESTMENTS

NUVEEN FUND ADVISORS, LLC

NUVEEN SECURITIES, LLC

LORD ABBETT DISTRIBUTOR LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1997

Series 63

Date: 1/25/1990

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1987

Series 8

Date: 10/3/1996

Current Firm

FORTHRIGHT PARTNERSTM

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTHRIGHT PARTNERSTM

TRUST BUT VERIFY

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