Marc Zupicich
Marc Zupicich is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 21 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
535 Madison Ave 16th Fl, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Marc owns two rental properties in New York since 2020. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw 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
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