Marc A. Sony
Professional summary
Marc Allen Sony, who also goes by Marc A Sony, is a registered financial advisor currently at CAMDEN WEALTH ADVISORS LLC located in Kingwood, Texas.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Marc has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Allen Sony's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2009 - Present
CAMDEN WEALTH ADVISORS LLC
August 10, 2009 - November 30, 2015
NORTHEAST SECURITIES, LLC
July 16, 2003 - March 30, 2009
STANFORD GROUP COMPANY
April 13, 1999 - July 9, 2003
CITIGROUP GLOBAL MARKETS INC.
April 12, 1999 - July 9, 2003
CITIGROUP GLOBAL MARKETS INC.
January 1, 1997 - April 8, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 1, 1997 - April 8, 1999
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
CAMDEN WEALTH ADVISORS LLC
CRD#: 148518 / SEC#: 801-70004
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2009)
Exams
Current Firm
CAMDEN WEALTH ADVISORS LLC
CRD#: 148518 / SEC#: 801-70004
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 518 |
| AUM (Assets Under Management) | $ 340,203,392 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 09/16/2024 | ||
| 01/09/2024 | ||
| 08/10/2023 | ||
| 10/26/2022 |
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.
