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MA

Marc S. Abramson

PRECISION FINANCIAL SERVICES
Mine Hill, NJ 07803
Some features on this profile are disabled
CRD#: 6216148
MA

Professional summary

Marc Stephen Abramson is a registered financial advisor currently at PRECISION FINANCIAL SERVICES located in Mine Hill, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marc has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Marc Stephen Abramson's CRS (Customer Relationship Summary).
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

November 4, 2013 - Present

PRECISION FINANCIAL SERVICES

Office #1: 350 Us Highway 46, Mine Hill, NJ 07803Office #2: 104 West 40th Street, New York, NY 10017
RIA
CRD#: 147872
Mine Hill, NJ
Past

December 1, 2015 - October 4, 2016

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
New York, NY
Past

August 28, 2013 - December 15, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
MINE HILL, NJ

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".
PF
PRECISION FINANCIAL SERVICES
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA
Registered Investment Advisory firm - (4/15/2013 Approved)
Colorado
Registered Investment Advisory firm - (4/16/2013 Terminated)
New Jersey
Registered Investment Advisory firm - (5/10/2013 Terminated)
New York
Registered Investment Advisory firm - (4/16/2013 Terminated)

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
New Jersey
(11/4/2013)
IAR
New York
(4/17/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2013
General Securities Representative Examination

Current Firm

PF
PRECISION FINANCIAL SERVICES
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA
Registered Investment Advisory firm - (4/15/2013 Approved)
Colorado
Registered Investment Advisory firm - (4/16/2013 Terminated)
New Jersey
Registered Investment Advisory firm - (5/10/2013 Terminated)
New York
Registered Investment Advisory firm - (4/16/2013 Terminated)
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Contact information

Main Address
350 Us Highway 46, Mine Hill, NJ 07803
Mailing Address
Phone number
(973) 927-6300
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (13 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

WRAP FEE BROCHURE (2/18/2026)
PFS PARTNERS BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts1,374
AUM (Assets Under Management)$ 435,637,246

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

PRECISION FINANCIAL SERVICES

CRD#: 147872Mine Hill, NJ 07803

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