Marc Scudillo
Marc Scudillo is a CFP-designated registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 29 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is an officer at EisnerAmper Wealth Management & Corporate Benefits, dedicating nearly all of his time to personal and corporate wealth planning. He also holds positions in several other companies, including Smart Data Fusion, ShelfScreen, Scudillo & Co, SAAS Realty, EAG Wealth Management Strategies LLC & Eisner Advisory Group, LLC, Advocacy LLC, and is an independent insurance agent, selling insurance products.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Apw Capital, INC.Broker
Eisneramper Wealth Management & Corporate Benefits, LLC
Amper Financial Services, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
1st Global Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Advisors Group, INC.Broker
State Registrations14 states
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