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Marc Courland

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CRD#: 6103787
MC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Courland was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 2012. Marc had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

Fidelity Investments provides my clients access to a trusted brand, industry leading technology, and cost efficient investment platform. My commitment to you is transparency and access to institutional resources to help you develop wealth management strategies that benefit your family now and in years to come. My team and I in Torrance are incredibly passionate and look forward to working with you to help pursue your goals
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Education

Duke University

Master of Business Administration (MBA) - Finance

2012

University of Southern California

Bachelor of Arts (BA) - Economics

2003

Experience

Past

August 25, 2023 - May 27, 2025

EP WEALTH ADVISORS

RIA
CRD#: 111147
Torrance, CA
Past

July 13, 2018 - June 13, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

August 22, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
TORRANCE, CA
Past

August 15, 2017 - June 13, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TORRANCE, CA
Past

January 21, 2016 - July 11, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOS ANGELES, CA
Past

January 19, 2016 - July 11, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOS ANGELES, CA
Past

September 11, 2015 - October 22, 2015

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
NEWPORT BEACH, CA
Past

September 12, 2012 - April 3, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP WEALTH ADVISORS
EP WEALTH ADVISORS
ENRIGHT FINANCIAL CONSULTANTS INC | EP WEALTH ADVISORS, LLC. | EP WEALTH ADVISORS, INC. | EP WEALTH ADVISORS | ENRIGHT PREMIER WEALTH ADVISORS, INC. | ENRIGHT PREMIER WEALTH ADVISORS

CRD#: 111147 / SEC#: 801-29358

RIA
Registered Investment Advisory firm - (4/16/1987 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2012
General Securities Representative Examination

Current Firm

EP WEALTH ADVISORS
EP WEALTH ADVISORS
ENRIGHT FINANCIAL CONSULTANTS INC | EP WEALTH ADVISORS, LLC. | EP WEALTH ADVISORS, INC. | EP WEALTH ADVISORS | ENRIGHT PREMIER WEALTH ADVISORS, INC. | ENRIGHT PREMIER WEALTH ADVISORS

CRD#: 111147 / SEC#: 801-29358

RIA
Registered Investment Advisory firm - (4/16/1987 Approved)
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Contact information

Main Address
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
Mailing Address
Phone number
(310) 543-4559
Established
Firm type
Fiscal year end
# of Employees
557

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 ("WRAP FEE PROGRAM BROCHURE") (3/31/2025)
EP WEALTH ADVISORS, LLC FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts49,167
AUM (Assets Under Management)$ 35,570,000,000

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.

Company Information

EP WEALTH ADVISORS

EP WEALTH ADVISORS

Vice President, Financial ConsultantCRD#: 111147

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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