MS
MS

Marc Stenzler

4 Years of Experience
Melville, NY
Broker

Marc Stenzler is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

534 Broadhollow Rd, Suite 200 2nd Fl, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Marc is the Co-Chair for the Brooke Jackman Foundation Benefit. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2022 - January 2026 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - January 2026 · 3 yrs 5 mos
Bear, Stearns & CO. INC.Broker
July 2002 - June 2003 · 11 mos
State Registrations23 states
AZCACOCTFLGAHIILMAMDMTNCNHNJNYORPASCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.