Marc Scudillo (CRD# 2811290) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Iselin, NJ and has over 27 years of experience in the finance industry. Marc Scudillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity - An Eisneramper Company | Iselin, NJ | Feb 2024 - Current | < 1 |
| Dai Securities, LLC | Atlanta, GA | May 2023 - Current | 1 |
| Eisneramper Wealth Management | Iselin, NJ | Jul 2013 - Current | 10 |
| Aurora Private Wealth, Inc. | Parsippany, NJ | Aug 2010 - May 2023 | 12 |
| Everbank | Jacksonville, FL | Jun 2005 - Jun 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- FL
- NJ
-
Total Assets Under Management1,068MILLIONS
-
Total Number of Accounts2,271ACCOUNTS
-
Average Account Value$470,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI
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