Marc Tannenbaum
Marc Tannenbaum is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 24 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 Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
525 William Penn Place, Suite 3401, Pittsburgh, PA, 15219
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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 →Other Business Activities
Marc owns rental real estate, is a member investor in Signature Ventures LLC, and is involved in several angel investing entities. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, co-Chief Executive Officer of Signature Financial Planning, and provides investment advisory services through Signature Select Wealth, LLC, spending nearly full-time on these activities. Marc also works as a notary public, but spends minimal time on it.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Signature Select Wealth
NFP Advisor Services, LLC
Commonwealth Financial NetworkBroker
State Registrations38 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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