Marc Judd Scharf

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2015 → 04/2018
  Advisory Services Network, Llc
  Atlanta, GA
• 04/2018 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2015-07-21 → 2018-04-02
  Advisory Services Network
  Syosset, NY
  Livingston, NJ
  Atlanta, GA
  Syosset, NY

Other Businesses

1.Mr. Scharf holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Scharf provides. Mr. Scharf uses Cadia Benefits as the name of the business through which he sells insurance. This activity occurs at the address where Mr. Scharf is registered. This activity is not related to his investment services practice. Mr. Scharf devotes minimal time to this activity. Mr. Scharf may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Scharf to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 2.Mr. Scharf acts as a consultant to the National Network of Accountants regarding revenue streams for investment advisory services and captive insurance services. Such consulting services are separate and apart from Private Advisor Group. 3.Mr. Scharf acts as a consultant for business development for Independent Captive Associates. Such consulting services are separate and apart from Private Advisor Group. 4.Mr. Scharf uses BookMark Asset Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity occurs at the address where Mr. Scharf is registered. This activity is related to his investment services practice. Mr. Scharf devotes about 60 hours per month to this activity, including about 60 hours during securities trading hours, concurrently with time Mr. Scharf devotes to activity providing investment services through PAG.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-15
• S63 Uniform Securities Agent State Law Examination
  2008-11-03