Marc Adam Sack

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial Llc
  West Hartford, CT
• 01/2015 → 02/2021
  Northstar Wealth Partners Llc
  West Hartford, CT

Previous Registrations

• 2015-02-03 → 2021-02-10
  Northstar Wealth Partners Llc
  West Hartford, CT
• 2010-09-01 → 2011-12-31
  Stratos Wealth Partners, Ltd
  West Hartford, CT
• 2005-06-09 → 2009-02-12
  Citigroup Global Markets Inc.
  Hartford, CT
  West Hartford, CT

Other Businesses

1) 8/12/2009 - NORTHSTAR WEALTH PARTNERS - NON-VARIABLE INSURANCE DBA - INV REL - AT REPORTED BUSINESS LOCATION - DOING LPL BUSINESS UNDER THE NORTHSTAR BRAND - 100% TIME SPENT. 2) 3/8/2012 - NORTHSTAR INSURANCE PARTNERS - PROPERTY AND CASUALTY - Northstar Insurance Partners - all clients. Via referral Northstar receives income for referral cases for group, home & auto - 5% TIME SPENT. 3) 10/1/2014 - LEGAL SHIELD - OTHER-PRE-PAID LEGAL - INV REL - 78 Tumblebrook Lane, West Hartford, CT 06117 - Receive residual income from Legal Shield. as an independent associate. No longer active with working the business - 0BA START: 1/26/2009. 4) 01/28/2019 - No business name - Not investment related - Other - Guitar Lessons - start date:11/01/2018 - 3 hrs/mo. 5) 10/26/2021 - Northstar Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2008 - 50 Hours Per Month/40 Hours During Securities Trading. 6) 12/09/2021 - Aspire Office Supplies LLC - Not Investment Related - Home Based - Other-Online Retail - Start Date: 12/01/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Starting a Small Family Home Business for Online Retail Business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-08
• S63 Uniform Securities Agent State Law Examination
  2005-05-27

Other Names

• Marc Adam Sack