Marc Silverstein
Marc Silverstein is a registered investment advisor at Lincoln Investment, based in Riverhead, NY, with 29 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
Riverhead, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Marc is an insurance agent recommending and selling life and fixed annuity products, and also serves as President and Agent at MAS Group, Inc. focusing on property and casualty sales and service. Both activities require minimal time.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Metlife Securities INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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