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Marci Sue Bair

CRD 2299995  ·  The Wealth Consulting Group  ·  San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Martha Sue Bair

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2299995 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
The Wealth Consulting Group
Firm CRD
173194
SEC number
801-80386
Assets under management
$6.3B as of Jun 24, 2026
Website
www.linkedin.com/in/david-brozenic-31173380 ↗
Phone
702-263-1919
Firm location
Las Vegas, NV, 89148

Employment history (2)

From the source registration record · current first

Source & corrections

Where this page comes from

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