Marc Angle has been Member & Chief Executive Officer of Haven Private since December 2023, is a control person of the firm and directly owns under 5% of it. Marc Angle holds a Bachelor's in Engineering Management from United States Military Academy at West Point and an MBA from the University of Miami.
Haven Private, LLC is an Orlando, FL firm with $428M under management, 186 clients and 5 advisers in one office, as of its April 2026 filing.
Marc Angle is CEO, Executive Managing Director of Haven Private LLC, where he is a founding partner and wealth advisor. Before founding Haven Private, he and his immediate team worked together at Fieldpoint Private Securities, LLC and Bank of America Private Bank (formerly U.S. Trust). He began his finance career in 2009 after working in the medical device industry upon separation from the United States Army, in which he served nearly eight years as a Captain and Blackhawk helicopter pilot.
Marc Angle’s longest registration was 6 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2013–2020). Before joining Haven Private in 2024, Marc Angle was registered through Haven Private and Fieldpoint Private Securities LLC.
- Haven Private– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 141006
- Fieldpoint Private Securities LLC– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 18975
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsWinter Park, FL · Adviser representative · Firm CRD 7691
- Alliancebernstein L.P.– · 3 yearsTampa, FL · Adviser representative · Firm CRD 108477
Investment adviser representative registrations
Marc Angle is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in July 2024.
- FloridaSince 4 February 2024
- TexasSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 January 2010 |
| Series 7 | General Securities Representative Examination | 24 September 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marc R Angle
- CRD
- 5713710
- Firm
- Haven Private · CRD 329012
- Role
- Member & Chief Executive Officer
- Office
- 976 LAKE BALDWIN LANE, SUITE 201, Orlando, FL 32814
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- havenprivate.com
Where does Marc Angle work?
Marc Angle has been Member & Chief Executive Officer of Haven Private, LLC since December 2023, and is a control person of the firm.
Is Marc Angle a financial advisor?
Yes. Marc Angle has a current investment-adviser registration in Florida and Texas, through Haven Private since February 2024.
How many years of experience does Marc Angle have?
Marc Angle has 17 years in the financial industry, since September 2009, across 5 adviser firms.
What exams has Marc Angle passed?
Marc Angle has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2009. FINRA credited Marc Angle with the SIE, which began in October 2018.
Where did Marc Angle work before Haven Private?
Before Haven Private, Marc Angle was registered through Fieldpoint Private Securities LLC, January 2020 to April 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2013 to January 2020; Alliancebernstein L.P., January 2010 to January 2013.
Where is Marc Angle based?
Marc Angle’s registered office is in Orlando, FL.
Is Marc Angle registered with FINRA?
No. Marc Angle has no current broker registration.
How can I verify Marc Angle’s record?
Search CRD 5713710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Angle’s full registration record.
