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Marc Howard Klee

Afa Advisors LLC

Larchmont, NY

CRD 1073390

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Employer firm

Afa Advisors LLC CRD 105454

$4.43M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Afa Advisors Llc

2005 Palmer Avenue Suite 172, Larchmont, NY 10538 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-09
  • NY RA
    APPROVED
    Since 2022-08-09

Branch Locations

2005 Palmer Avenue Suite 172, Larchmont, NY 10538 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
#Ia American Fund Advisors, Inc. Larchmont NY 01/1981 Present
Minor League Sports Enterprises Inc. Larchmont NY 01/1997 12/2017
Fsgk Campus Corp. Westbury NY 08/2013 12/2017
Fgsk Middletown Corp. Woodbury NY 08/2013 12/2018
  • 01/1981 → Present
    #Ia American Fund Advisors, Inc.
    Larchmont, NY
  • 01/1997 → 12/2017
    Minor League Sports Enterprises Inc.
    Larchmont, NY
  • 08/2013 → 12/2017
    Fsgk Campus Corp.
    Westbury, NY
  • 08/2013 → 12/2018
    Fgsk Middletown Corp.
    Woodbury, NY
Other Businesses

Director of Inclinix until 2013

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AEGIS CAPITAL CORP.
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC

Nearby Investors

Zachary Kahn Nedell
PATRICK HAGGERTY
RAYMOND ELIOT WILLIAMSON

Nearby Offices

AEGIS CAPITAL CORP. · Larchmont, NY
CITIGROUP GLOBAL MARKETS INC. · Larchmont, NY
LPL FINANCIAL LLC · Larchmont, NY

More in Larchmont, NY

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