Marc Klee is a CFA-designated registered investment advisor, based in Larchmont, NY, with 3 years of industry experience.
Location
2005 Palmer Avenue, Suite 172, Larchmont, NY, 10538
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Marc was a director of Inclinix until 2013.
Employment History
Previous Registrations
Afa Advisors LLC
August 2022 - December 2025 · 3 yrs 4 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.