Marc Alan Fandetti

Employer firm

Armstrong Advisory Group Inc. CRD 318662

$1.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2006 → 09/2016
  Meketa Inv. Group
  Westwood, MA
• 09/2016 → 10/2016
  Morgan Stanley
  Wellesley, MA
• 10/2016 → 10/2017
  Morgan Stanley
  Wellesley, MA
• 05/2022 → Present
  Armstrong Advisory Group Inc.
  Needham, MA
• 06/2019 → 02/2022
  Manulife
  Wellesley, MA
• 10/2017 → 12/2018
  River And Mercantile, Llc
  Waltham, MA
• 12/2018 → 06/2019
  Unemployed
  Needham, MA

Previous Registrations

• 2016-09-19 → 2017-10-17
  Morgan Stanley
  Westborough, MA
  Indianapolis, IN
  Wellesley, MA
• 2001-01-01 → 2006-04-03
  Voya Retirement Advisors, Llc
  Quincy, MA

Other Businesses

(1) THE FINANCIAL EXCHANGE: Mr. Fandetti is a Radio Host. As such, Mr. Fandetti is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Fandetti expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 01/2021. Mr. Fandetti dedicates 8 hours a month to this activity.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-19
• S65 Uniform Investment Adviser Law Examination
  2000-07-10
• S63 Uniform Securities Agent State Law Examination
  1998-08-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst