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Marc Howard Sassin

Portfolio Management & Planning, Inc.

Arlington, VA

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Current Employers
Portfolio Management & Planning, Inc.

Arlington, VA • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-03-15
VA RA APPROVED 2004-02-27
  • MD RA
    APPROVED
    Since 2022-03-15
  • VA RA
    APPROVED
    Since 2004-02-27

Branch Locations

Arlington, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Management & Planning, Inc. Arlington VA 09/2000 Present

View on SEC IAPD

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