Marc Campanaro is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, with 14 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, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Ocean City, NJ
Get directionsHistory
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 →Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Cms Fund Advisers, INC.
Cms Investment Resources, INC.Broker
State Registrations17 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
More Advisors
- Chiara Renninger, CFPFocus Partners Wealth, LLC
- James Roman, PFSMain Street Financial Life Advisors, LLC
- Richard Bertsch, CFPFocus Wealth Advisors LLC
- Mark Reimet, CFPLPL Financial LLC
- Nathan Petrinec, CFPEdward Jones