Marc Butler

Current Employers

Employment History

• 01/2024 → Present
  Osaic Wealth Inc.
  Newtown, PA
• 01/2014 → 01/2020
  Bny Mellon Albridge
  Lawrenceville, NJ
• 07/2020 → 03/2023
  Skience
  Hendon, VA
• 03/2023 → Present
  Marc Butler Consulting
  Newtown, PA
• 06/2023 → Present
  Wealth Management Gpt
  Newtown, PA
• 07/2024 → Present
  Anthony Petsis & Associates Inc
  Newtown, PA
• 01/2020 → 07/2020
  Unemployed
  Newtown, PA

Other Businesses

1. Consulting business (marcrbutler.com) not investment-related; 1386 wrightstown road; Owner; no relationship with the other business; start date: 4/2023; 20 hours/month; 0 hours during securities trading hours help wealth management firms and wealth tech firms with strategy and go-to-market 2. MARC BUTLER CONSULTING POSITION: CEO NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2023 ADDRESS: 1386 Wrightstown Road, Newtown PA 18940 DESCRIPTION: Consulting for wealth tech firms 3. ANTHONY PETSIS & ASSOCIATES, INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED - Yes; NUMBER OF HOURS 2; START DATE: 03/2024; ADDRESS: 401 S. State Street, Newtown PA 18940 DESCRIPTION: Financial planning 4. BOOK AUTHORED - FUNDING A NEW BUSINESS FOR DUMMIES POSITION: Author NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 1386 Wrightstown Road, Newtown PA 18940 DESCRIPTION: I co-authored this book which was released on 4/2/2024 and we are actively promoting it. 5. WEALTH MANAGEMENT GPT POSITION: CEO NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 1386 Wrightstown Road, Newtown PA 18940 DESCRIPTION: Wealth Management GPT is a software solution built for the wealth management industry 6. ANTHONY PETSIS & ASSOCIATES, INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2024 ADDRESS: 401 S. State Street, Newtown PA 18940 DESCRIPTION: Insurance Agent 7. ANTHONY PETSIS & ASSOCIATES, INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 07/03/2024 ADDRESS: 401 S. State Street, Newtown PA 18940 DESCRIPTION: Financial planning 8. PRONVEST POSITION: Member of the Board of Directors NATURE: ProNvest is a corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 110 Market Street, Chattanooga TN 37402 DESCRIPTION: As a board member, I help with company strategy, introductions to prospects, and general governance activities that a typical board oversees 9. MARC BUTLER CONSULTING POSITION: Owner/writer NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 1386 Wrightstown Road, Newtown PA 18940, United States DESCRIPTION: Co-author of book titled, Master Your Money, Secure Your Future

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03
• S63 Uniform Securities Agent State Law Examination
  1994-01-26

Other Names

• Marc Butler
• Marc Robert Butler