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Marc Scudillo
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Home
Our Team
Advocacy Advisor Team
Marc Scudillo
Lawrence Seigelstein
Jennifer Johnson
Chris Gibbons
David Gottlieb
Daniel Elie
Michael Abate
Advocacy Client Service Team
Steve Wang
Jana Kepicova
Patrick Rogers
Jennifer Keiling
Advocacy Operation Team
Scott Pellegrino
Lucretia Rendino
Renee Constantino
Individual Services
High Net Worth Planning and Investments
Our Approach to Investments
Risk Management
Account Access
Schwab
Corporate Services
Corporate Retirement Planning and Investments
Corporate/Executive Benefits
Business Exit Strategies
Knowledge Center
News & Resources
ADV & Firm Disclosure
ADV
CRS
Privacy Policy
Disclaimers
Client Login
ADV
ADV part 2
ADV Part 2A
EA Is Diversification Dead
ADV Part 2B