ML
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$540.8M
Fee Structure
This brochure supplement provides information about the advisory personnel of Dumont & Blake. It does not contain fee information.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
731 Alexander Road, Suite 301, Princeton, NJ, 08540
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marc is a board member of Potential Inc., a school for children with autism, since 2015. He dedicates a few hours per week to connecting the board with his personal connections.
Employment History
Current Registrations
Dumont & Blake Investment Advisors LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Covered Bridge Advisors, LLC
August 2018 - December 2021 · 3 yrs 4 mos
Hanlon Investment Management, INC.
October 2017 - July 2018 · 9 mos
Cfwp Securities, LLCBroker
September 2016 - October 2017 · 1 yr 1 mo
Cantor Fitzgerald Wealth Partners, LLC
September 2016 - October 2017 · 1 yr 1 mo
Stifel, Nicolaus & Company, Incorporated
June 2015 - October 2015 · 4 mos
Stifel, Nicolaus & Company, Incorporated Broker
June 2015 - October 2015 · 4 mos
Strategic Advisers, INC.
February 2015 - May 2015 · 3 mos
Fidelity Brokerage Services LLCBroker
February 2015 - May 2015 · 3 mos
UBS Financial Services INC.
February 2014 - February 2015 · 1 yr
UBS Financial Services INC. Broker
February 2014 - February 2015 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - January 2014 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2012 - January 2014 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2010 - October 2011 · 1 yr 1 mo
State Registrations3 states
FLNJPA
Advisor
Exams
No exam information available for this advisor.