Marc J. Werres

HINDE GROUP LLC

San Francisco, CA 94104

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CRD#: 4715042

Professional summary

Marc Josef Werres, who also goes by Marc Joseph Werres, is a registered financial advisor currently at HINDE GROUP LLC located in San Francisco, California.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marc has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marc Joseph Werres

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 Josef Werres'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

May 5, 2015 - Present

HINDE GROUP LLC

Office #1: 580 California St. 16th Floor, San Francisco, CA 94104

RIA

CRD#: 174994

San Francisco, CA

Past

February 18, 2010 - September 6, 2015

WERRES, TSENG & CO., LLC

RIA

CRD#: 152647

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

California
(5/5/2015)

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: 1/13/2010

Uniform Investment Adviser Law Examination

Current Firm

HINDE GROUP LLC

CRD#: 174994 / SEC#:

California

Registered Investment Advisory firm - (5/5/2015 Approved)

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Contact information

Main Address

580 California St. 16th Floor, San Francisco, CA 94104

Mailing Address

Phone number

(415) 992-8125

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 19,721,243

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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Marc J. Werres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Josef Werres's CRS (Customer Relationship Summary).

Certified licenses

Experience

HINDE GROUP LLC

WERRES, TSENG & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2010

Current Firm

HINDE GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HINDE GROUP LLC

TRUST BUT VERIFY

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