MN
MN

Marc Namm

15 Years of Experience
Mount Laurel, NJ
Broker

Marc Namm is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marc is the founder of Rock Villa, a health and welfare business in Collingswood, New Jersey. He spends minimal time on this venture during business hours and about 10-20% of his time after hours on business development and growth.

Employment History
Current Registrations
Morgan Stanley
April 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
September 2010 - April 2022 · 11 yrs 7 mos
UBS Financial Services INC.Broker
June 2010 - April 2022 · 11 yrs 10 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMINCNENJNMNVNYOHOKORPARISCTXUTVAVTWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.