Marc Robert Bastien

Employer firm

Axis Wealth Partners, LLC CRD 167122

$377M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2022 → Present
  Good Counsel Tax Service Inc.
  Whitinsville, MA
• 10/2023 → 12/2024
  Randall Financial Group, Llc
  Providence, RI
• 10/2017 → 12/2021
  Silgan Dispensing
  Slatersville, RI
• 05/2016 → 12/2016
  Work Hiatis
  Pawtucket, RI
• 06/2017 → 09/2017
  Cvs Health
  Lincoln, RI
• 01/2017 → 04/2017
  Case Facilities Management Solutions
  Attleboro, MA
• 12/2024 → Present
  Axis Wealth Partners, Llc
  Providence, RI

Previous Registrations

• 2024-01-16 → 2024-12-16
  Ncu Investment Solutions
  Smithfiled, RI
  Whitinsville, MA

Other Businesses

GOOD COUNSEL TAX SERVICE, INC. Started 12/2021; Whitinsville, MA; Not Investment Related; TAX PREPARER, INCOME TAX PREPARATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-16

Designations

• Certified Financial Planner

Other Names

• Marc Bastien