Chief Compliance Officer · Abacus Planning Group, Inc.
Marc E. McQueen
CRD 7807474 · Named on Form ADV at one SEC-registered adviser
At a glance
Abacus Planning Group, Inc., an SEC-registered wealth manager based in Columbia, SC with $2.2 billion in regulatory assets, lists Marc E. McQueen on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Abacus Planning Group, Inc.Chief Compliance OfficerWealth manager · Columbia, SC · $2.2B in regulatory assets
AtlasMembers
Marc’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Cheryl R. HollandTreasurer, Abacus Planning Group, Inc.
- Ximena A. ChastainSecretary, Abacus Planning Group, Inc.
- Charles B. FlowersChief Investment Officer/co-President, Abacus Planning Group, Inc.
- Jonathan J. RobertsonShareholder/co-President, Abacus Planning Group, Inc.
- Mary L. GreenShareholder, Abacus Planning Group, Inc.
1 more person named with Marc on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.