Marc Westburg is a registered investment advisor, based in Malvern, PA, with 2 years of industry experience.
Location
500 Chesterfield Parkway, Malvern, PA, 19355
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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.
Learn about disclosures →Employment History
Current Registrations
Pacer Financial, INC.Broker
June 2025 - Present · 10 mos
Pacer Advisors, INC.
June 2025 - Present · 10 mos
Pacer Financial, INC.
June 2025 - Present · 10 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
September 2023 - May 2025 · 1 yr 8 mos
Columbia Management Investment Distributors, INC.Broker
August 2023 - May 2025 · 1 yr 9 mos
State Registrations2 states
CAPA
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.