Unclaimed Profile

Marielle Kristine Schurig

LINDBROOK CAPITAL, LLC·CALABASAS, California

SIE, Series 7, Series 31, Series 66CFPClean record16 years registeredLINDBROOK CAPITAL, LLC

23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 5573470Firm CRD# 155812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marielle Kristine Schurig · CALABASAS, CA

Registration

CRD #5573470 · LINDBROOK CAPITAL, LLC · 16 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2025 – present

LINDBROOK CAPITAL, LLC

Nov 2021 – Sep 2025

New York, NY

UBS FINANCIAL SERVICES INC.

Dec 2010 – Dec 2021

NEW YORK, NY

MORGAN STANLEY SMITH BARNEY LLC

Oct 2009 – Dec 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 20, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINDBROOK CAPITAL, LLC

CRD 155812 · SEC 801-72193

AUM

$3.2B

Regulatory assets under management

Employees

2,639 client accounts

Services offered by LINDBROOK CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LINDBROOK CAPITAL, LLC →

Introduction

Speak with Marielle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Marielle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CALABASAS?

Browse all registered financial advisors in CALABASAS, California or claim this profile if it's yours.

Browse CALABASAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marielle Kristine Schurig offer?

Marielle Kristine Schurig specializes in Financial Planning, Investment Management. Contact their office in CALABASAS, California for a consultation.

What are Marielle Kristine Schurig's credentials?

Marielle Kristine Schurig holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marielle Kristine Schurig located?

Marielle Kristine Schurig is based in CALABASAS, California, working with LINDBROOK CAPITAL, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Marielle Kristine Schurig charge for services?

Marielle Kristine Schurig's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINDBROOK CAPITAL, LLC?

LINDBROOK CAPITAL, LLC has approximately 10 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →