Marc Shachtman is a registered investment advisor, based in Coral Gables, FL, with 22 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Coral Gables, FL
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Regulatory History (1)
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Customer Dispute
April 2008Denied
Other Business Activities
Marc has a passive ownership stake in Shachtman LLC I, a commercial real estate building. This is an investment-related activity.
Employment History
Current Registrations
Old City Securities LLC
February 2026 - Present · 8 mos
Old City Securities LLCBroker
February 2026 - Present · 8 mos
True Wealth Advisory Group
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
True Wealth Advisory Group
January 2020 - December 2022 · 2 yrs 11 mos
Hightower Advisors, LLC
January 2018 - March 2021 · 3 yrs 2 mos
Hightower Securities, LLCBroker
October 2017 - March 2021 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
February 2009 - October 2017 · 8 yrs 8 mos
Goldman, Sachs & CO.Broker
October 2003 - February 2009 · 5 yrs 4 mos
State Registrations9 states
AZCTFLGAILMDNYPATX
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.
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