Marco Bruno Frabotta
Investment adviser representative at Hantz Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$10BFirm assets
10 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hantz Financial Services, Inc.Oct 2021 to now
- Winbridge Partners, LLCNov 2019 to Nov 2020
- Zappitelli Financial ServicesJan 2019 to Sep 2019
- Ideas To Go, Inc.Oct 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Hantz Financial Services, Inc.
$10BAssets managed
24,070Clients
397Advisers
10 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
- 7463482
- Firm CRD
- 46047