Marc Howard Shachtman
Investment adviser representative at True Wealth Advisory Group
21 yearsExperience
2 statesRegistered in
$240.1MFirm assets
4 yearsFirm in business
Are you Marc Howard Shachtman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Old City Securities LLCFeb 2026 to now
- True Wealth Advisory GroupNov 2019 to now
- Shachtman LLC IJan 2005 to now
- Hightower Advisors, LLCOct 2017 to Mar 2021
- Hightower Securities, LLCOct 2017 to Mar 2021
- J.P. Morgan Securities IncFeb 2009 to Oct 2017
- JPMorgan Chase BankFeb 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
True Wealth Advisory Group
Legal name: True Wealth Advisory Group, LLC
$240.1MAssets managed
102Clients
3Advisers
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
- 4548044
- Firm CRD
- 306523