Marc Allen York

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 11/2016 → 02/2024
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 02/2024 → Present
  Titleist Asset Management, Llc.
  San Antonio, TX

Previous Registrations

• 2015-12-04 → 2024-03-07
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
  San Antonio, TX
• 2002-04-26 → 2015-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  San Antonio, TX

Other Businesses

MARC-ALEXANDRA INTEREST LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP WITH SPOUSE, START 1/26/2017, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, OWNER / LANDLORD FOR RENTAL PROPERTIES. MAY CAPITAL, LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP, START 6/2022, 40 HRS PER MONTH, 40 HRS DURING TRADING, DBA WITH TITLEIST ASSET MANAGEMENT. RATTLESNAKE POINT LLC, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP, START 2/8/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD PRIVATE STOCK.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-15

Other Names

• Marc Allen York