Marie Schobel is a registered investment advisor at Amg Funds LLC, based in Stamford, CT, with 2 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $19B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$19.0B
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Location
680 Washington Boulevard, Suite 500, Stamford, CT, 06901
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Regulatory 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 →Employment History
Current Registrations
Amg Funds LLC
November 2025 - Present · 5 mos
Amg Distributors, INC.
August 2024 - Present · 1 yr 8 mos
Amg Distributors, INC.Broker
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Lord Abbett Distributor LLCBroker
October 2023 - August 2024 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.