Marc Bruce Rock

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2008 → Present
  Guardian Life Insurance Company
  Holmdel, NJ
• 10/2010 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 06/2011 → Present
  Abrahamsenrock
  Edison, NJ
• 11/2012 → Present
  Securevest Financial Group, Inc.
  Edison, NJ
• 12/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2011-03-24 → 2026-01-08
  Fountainhead Advisors
  Warren, NJ
• 2009-11-18 → 2011-03-15
  Park Avenue Securities Llc
  Holmdel, NJ
  Holmdel, NJ

Other Businesses

MJSR LLC REAL ESTATE, INVESTMENT RELATED, PO BOX 585, AVERILL PARK, NY 12018, PURCHASE/ZONE & DEVELOP PROPERTY IN THE ALBANY REGION, PASSIVE 25% OWNER, 12/2005, 0, 0, INVESTOR ONLY, NO ACTIVE DUTIES. NAME OF BUSINESS - ABRAHAMSENROCK - ABRAHAMSEN ROCK PROVIDES CUSTOMIZED WEALTH MANAGEMENT SOLUTIONS BASED CLIENT'S UNIQUE LIFE EXPERIENCES AND OBJECTIVES. 110 FIELDCREST AVENUE EDISON, NJ 08837. REGISTERED INVESTMENT ADVISOR. STARTED 06/2011, 200 HOURS PER MONTH, ALL DURING TRADING HOURS. POSITION: MANAGING MEMBER/CEO. ALSO CONTINUES TO BE AN INSURANCE BROKER FOR GUARDIAN, MASS MUTUAL AND PENN MUTUAL AS PART OF THE ONGOING BUSINESS OF ABRAHAMSENROCK.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-03
• S63 Uniform Securities Agent State Law Examination
  1994-06-29