Marc Agel

from Albanyadvisor Group LLC
SEC regulated
Regulated Investment Advisor
Marc Agel is a financial advisor based in New York, Albany, with 15 years of experience. Marc currently works for Albanyadvisor Group LLC. Marc maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Marc Agel works at Albanyadvisor Group LLC
Albanyadvisor Group LLC is a financial advisor based in Albany, New York. It currently has around $9,301,164 of assets under management and employs approximately 6 people. The main advice areas covered by Albanyadvisor Group LLC are: financial planning services, portfolio management for individuals and/or small businesses and pension consulting services. Albanyadvisor Group LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
20 Corporate Woods Blvd.., Suite 400, Albany, New York, 12211

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