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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MD

Marc I. Dashevsky

Some features on this profile are disabled
CRD#: 61169
MD

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 I Dashevsky was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1971. Marc had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 4 and Series 24 exams.

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

Experience

Past

July 30, 2001 - February 7, 2025

BESTVEST INVESTMENTS, LTD.

BD
CRD#: 40302
NARBERTH, PA
Past

September 26, 1994 - July 19, 2001

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

January 11, 1994 - September 9, 1994

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

March 9, 1990 - December 31, 1993

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

August 7, 1985 - March 8, 1990

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

December 7, 1983 - August 5, 1985

JII SECURITIES INC.

BD
CRD#: 406
Past

February 2, 1982 - January 11, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 10, 1981 - February 9, 1982

ELKINS & CO.

BD
CRD#: 6789
Past

December 1, 1980 - October 1, 1983

YARDLEY INVESTORS ASSOCIATES

BD
CRD#: 8212
Past

November 23, 1971 - October 1, 1972

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
RR
Series 63
Date: 1/20/1981
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: 11/15/1980
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 11/15/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/12/2004
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/1993
General Securities Principal Examination

Current Firm

BI
BESTVEST INVESTMENTS, LTD.
BESTVEST INVESTMENTS, LTD.

CRD#: 40302 / SEC#: , 8-49007

BD
Terminated by SEC on 07/20/2025
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
600 North Jackson St Suite 305, Media, PA 19063-2530
Mailing Address
Phone number
(610) 891-2870
Established
Michigan since 01/20/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
OC HOLDINGS LLCOWNER
COONEY, WILLIAM GRESHAMCHIEF COMPLIANCE OFFICER1333702
OCONNOR, JAMES WILLIAMPRESIDENT AND FINANCIAL PRINCIPAL
0

Disclosures

Regulatory Event3

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

BESTVEST INVESTMENTS, LTD.

CRD#: 40302

TRUST BUT VERIFY

Monitor Marc Dashevsky

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.