MH
Marc Howard Shachtman
CRD 4548044
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| True Wealth Advisory Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
True Wealth Advisory Group, Llc
Owner · 75% or more · May 2024
-
True Wealth Advisory Group, Llc
Chief Executive Officer · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗