Marc Schain is a registered investment advisor at Cetera Investment Advisers LLC, based in New Paltz, NY, with 26 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
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Assets Under Management
Location
70 N. Putt Corners Rd, New Paltz, NY, 12561
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a partner at Schain & Company CPAs, dedicating full-time hours to accounting and tax preparation. He also holds various board positions and is a Vice President/Financial Professional at ClearPath Advisors, Inc., spending about 10-20% of his time on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations12 states
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