Marc Anthony Decuffa
Investment adviser representative at Proxy Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
$83.3MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Proxy Freedom LLCJul 2023 to now
- Proxy Wealth Advisors LLCJul 2020 to now
- Long Island Financial Group, Inc.Jul 2021 to Oct 2022
- FreelanceMar 2019 to Jul 2020
- Ameriprise Financial Services Inc.Mar 2017 to May 2019
- JPMorgan Securities LLCApr 2014 to Mar 2017
- Cents Ability LLCJun 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 5523177
- Firm CRD
- 298080