Marcus Alan Poteete
Investment adviser representative at Scharf Investments, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Scharf Investments, LLCMay 2024 to now
- Kestra Advisory Services, LLCJul 2023 to now
- Kestra Investment Services, LLCJul 2023 to now
- Charles Schwab & Co., Inc.Jun 2018 to Jun 2023
- Charles Schwab Bank SsbJun 2018 to Jun 2023
- Edward JonesJan 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Scharf Investments, LLC
$4.2BAssets managed
1,395Clients
5Advisers
43 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
- 6593679
- Firm CRD
- 105508