TrueAdvisor
TrueAdvisor
MD
MD

Marc Anthony Decuffa

Proxy Wealth Advisors LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Proxy Wealth Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
564 clients
Average Client Portfolio
$160K average
Assets Under Management
$90.0M

Fee Structure

Location

Chappaqua, NY

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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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Employment History
Current Registrations
Proxy Wealth Advisors LLC
February 2023 - Present · 3 yrs
Previous Registrations
Proxy Freedom
July 2023 - July 2023 · 0 mos
Long Island Financial Group, INC.Broker
July 2021 - October 2022 · 1 yr 3 mos
Proxy Wealth Advisors LLC
November 2020 - March 2022 · 1 yr 4 mos
Ameriprise Financial Services, INC.
March 2017 - December 2017 · 9 mos
Ameriprise Financial Services, INC.Broker
March 2017 - July 2019 · 2 yrs 4 mos
J.P. Morgan Securities LLC
May 2014 - April 2017 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
April 2014 - April 2017 · 3 yrs
Park Avenue Securities LLC
February 2013 - May 2014 · 1 yr 3 mos
Park Avenue Securities LLCBroker
November 2012 - May 2014 · 1 yr 6 mos
Schroder Fund Advisors LLCBroker
January 2011 - November 2011 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2010 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2010 · 1 yr 1 mo
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
December 2008 - October 2009 · 10 mos
Columbia Management Advisors, LLC
October 2008 - December 2008 · 2 mos
Columbia Management Distributors, INC.Broker
August 2008 - December 2008 · 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.