Marc Stevens Bathgate
Investment adviser representative at 7two
18 yearsExperience
1 stateRegistered in
$230.4MFirm assets
2 yearsFirm in business
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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
Experience
18 years in the industry.
- 7twoMay 2024 to now
- Seventwo LLCMay 2024 to now
- Silver Leaf Partners, LLCAug 2021 to now
- Distilled Alternatives LLCJan 2021 to now
- Far Hills Group, LLCJan 2021 to Aug 2021
- Hamilton Miller Investments, LLCMar 2008 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
7two
Legal name: Seventwo LLC
$230.4MAssets managed
57Clients
5Advisers
2 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
- 5045724
- Firm CRD
- 328900