Marc Neuschatz
Professional Summary
Marc Neuschatz was a registered financial advisor. Marc was a previously registered financial professional and started their career in finance 1998 - 2022. Marc had worked at 2 firms and has passed the Series 65 and Series 6 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
29 years in the financial services industry
Current & Past Employments
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Current Firm
MURPHY CAPITAL MANAGEMENT INC
Contact Information
Main Address
500 Hills Drive Suite 200, Bedminster, NJ 07921Mailing Address
500 Hills Drive Suite 200, Bedminster, NJ 07921Phone Number
(908) 719-6430# of Employees
6Regulatory Assets Under Management
Total Number of Accounts
1,340AUM (Assets Under Management)
$1,166,713,947Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/09/2022 | Cover Page | Report |
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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.
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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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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