Marc Stein, AIF – Project Administrator

Marc Stein is our Project/Listing Administrator, providing support to the project team to increase productivity, efficiency, and service quality across the firm. He works closely with our Seller Advocacy team and clients helping buyer and sellers negotiate transactions.

Marc brings eight years of industry experience in succession planning as well as the buying and selling of advisor practices. Much of his experience was spent serving advisors and Institutions nationwide. Marc was the Assistant Vice President of the Succession Planning department at LPL Financial. In this role, he facilitated hundreds of successful succession plans for transitioning books of business, consulted on acquisition strategies, and was a frequent speaker at their national conference.

Marc received a BA from Marymount University, holds Series 7, 24, and 66 FINRA licenses, AIF Certification, and Certified Lean Six Sigma Yellow Belt.

Fun Facts:
Being a native of New Jersey, Marc was happy to relocate to San Diego in 2006. He is avid reader, big fan of Modest Mouse, and loves to travel to new places and destinations with his girlfriend.

Title: Project Administrator

Areas of Expertise:
Succession Planning, Practice Acquisitions, Practice Consultation

Marc Stein