Marcus Minsky is a CFP, ChFC-designated registered investment advisor, based in Aston, PA, with 13 years of industry experience. Marcus is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Aston, PA
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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
Marcus is a realtor since January 2023, meeting with clients, showing houses, and managing closings. This activity requires minimal time.
Employment History
Current Registrations
Sofi Securities LLC
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations2 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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