MS
Marc Shachtman
from True Wealth Advisory Group
Marc Shachtman is a financial advisor based in Florida, Miami,
with 21 years of experience. Marc currently works for
True Wealth Advisory Group.
Marc maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser 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 Shachtman works at True Wealth Advisory Group
True Wealth Advisory Group is a financial advisory firm based in Miami, Florida. It currently has approximately $163,002,615 of assets under management and employs about 3 people. True Wealth Advisory Group uses a fee structure of a percentage of assets under your management and consulting fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management and consulting fees
Office location
1 Alhambra Plaza, Floor Ph, Miami, Florida, 33134
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