Marc Patrick Foley

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2021 → Present
  Equitable Advisors Llc
  New York, NY
• 09/2020 → 06/2021
  North Andover Public Schools
  North Andover, MA
• 09/2019 → 01/2021
  Essex County Sheriffs Department
  Middleton, MA
• 05/2018 → 08/2018
  Massachusetts State Police
  Boston, MA
• 09/2012 → 08/2019
  University Of Massachusetts Lowell
  Lowell, MA
• 09/2020 → 08/2023
  University Of Massachusetts Lowell
  Lowell, MA
• 05/2014 → 10/2017
  United States Army
  Baumholder

Other Businesses

3/29/2024- Riverview Condo Trust, Trustee for HOA, Role is to deposit funds and pay bills for a home owners association comprised of 5 members, such as utilities (heat & electricity, landscaping, and routine maintenance), no comp

Exams

• S66 Uniform Combined State Law Examination
  2021-10-19

Other Names

• Mark Patrick Foley