AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MF

Marc Alan Federbush

ANCHIN CAPITAL
NEW YORK, NY
·CRD# 4549613·24 years experience

Professional Summary

Marc Alan Federbush is a registered financial advisor currently at ANCHIN CAPITAL LLC located in New York, New York. Marc is registered as a RR (Registered Representative) and started their career in finance in 2002. Marc has worked at 2 firms and has passed the Series 66, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

SUMMIT, NJ · CRD#
View profile
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

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.

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Years of Experience

24 years in the financial services industry

Current & Past Employments

ANCHIN CAPITAL LLC·CRD# 128402
BD
1. 3 Times Square 25th Floor, New York, NY 100362. 3 Times Square 25th Floor, New York, NY 10036
February 25, 2004 - Present
CAP PRO BROKERAGE SERVICES, INC.·CRD# 103953
BD
Columbus, OH
August 8, 2002 - March 20, 2003

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

Current Firm

AC
ANCHIN CAPITAL LLC

ANCHIN CAPITAL ADVISORS LLC | PLATINUM FINANCIAL SERVICES LLC | ANCHIN CAPITAL LLC

CRD#: 128402 / SEC#: 8-66133
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

3 Times Square 25th Floor, New York, NY 10036

Mailing Address

3 Times Square 25th Floor, New York City, NY 10036

Phone Number

(212) 840-3456

Established

New York since 04/25/2003

Firm Type

Limited Liability Company

Fiscal Year End

September

Firm Size

Small

FINRA licenses (18 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ABA PLATINUM GROUP LLCPARENT—
DEGENSHEIN, DEBRA ANNFINANCIAL & OPERATIONS PRINCIPAL, PFO, POO2923781
FEDERBUSH, MARC ALANPRESIDENT & CHIEF COMPLIANCE OFFICER4549613

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(2/26/2004)
RR
Delaware
(4/21/2020)
RR
Florida
(2/27/2004)
RR
Georgia
(3/16/2020)
RR
Illinois
(12/20/2012)
RR
Maine
(3/25/2020)
RR
Massachusetts
(2/27/2004)
RR
New Hampshire
(12/20/2012)
RR
New Jersey
(2/27/2004)
RR
New York
(2/25/2004)
RR
Ohio
(5/7/2015)
RR
Oregon
(3/10/2020)
RR
Rhode Island
(3/13/2020)
RR
Texas
(3/17/2020)
RR
Vermont
(12/4/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2002About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2002About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Nov 2002About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Marc Alan Federbush's CRS (Customer Relationship Summary).

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
MF
Follow Marc
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required