Marc David Saurborn
Investment adviser representative at Dividend Assets Capital, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$540.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Dividend Assets Capital, LLCAug 2022 to now
- Private Advisor Group, LLCDec 2018 to Oct 2022
- Patrumin Investors, LLCFeb 2013 to Nov 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (SC).
Dividend Assets Capital, LLC
$540.8MAssets managed
401Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2813288
- Firm CRD
- 129973