Advisor at The ABC Squared
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The ABC Squared
Location
Indian Trail, NC
Credentials
Series 63, Series 65
Industry experience
2 years
Marcus Sturdivant is a financial advisor at The ABC Squared with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Florida Financial Advisors, LLC/Tristate Financial Advisors. Outside of advising, he volunteers for The Kaizen Foundation of North Carolina, a nonprofit focused on financial literacy. The ABC Squared provides financial planning services to individual clients through tiered offerings ranging from basic to advanced, covering areas such as investment planning, retirement and tax strategy, and business continuity. The firm delivers advice primarily through one-time financial plans and tailors recommendations using a combination of cyclical and fundamental analysis, modern portfolio theory, and technical analysis.
Based on The ABC Squared
Fixed fees negotiated between $750 and $10,000 for financial planning
$0 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% $5,000,000+: 0.50%
Insurance commissions received by a supervised person for sale of insurance products
Hourly fees negotiated between $200 and $500
Fee-only: Fixed fees between $750 and $10,000 for creating financial plans; Hourly fees between $200 and $500 for financial planning services
Indian Trail, NC
North Carolina
The ABC Squared LLC
2025 - Present (1 year)
Florida Financial Advisors, LLC/Tristate Financial Advisors
2023 - 2025 (2 years)
The ABC Squared LLC
2023 - Present (3 years)
Queen Charlottes Pimento Cheese
2017 - 2023 (6 years)
The Butcher The Baker
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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