Marc Allen Agel
Investment adviser representative at Albanyadvisor Group LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$302.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Albanyadvisor Group LLCOct 2021 to now
- Purshe Kaplan Sterling Investments, Inc.Nov 2006 to now
- Pks Advisory Services, LLCJan 2007 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Albanyadvisor Group LLC
$302.8MAssets managed
412Clients
5Advisers
4 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
- 2853423
- Firm CRD
- 316226