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Marcus Jay Sitrin

SITRIN CAPITAL MANAGEMENT, LLC·CENTURY CITY, California
Series 000, Series 1, Series 3, Series 63, Series 65Clean record29 years registeredSITRIN CAPITAL MANAGEMENT, LLC
2029 CENTURY PARK EAST, CENTURY CITY, CA 90067CRD# 425541Firm CRD# 282436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marcus Jay Sitrin · CENTURY CITY, CA
Registration
CRD #425541 · SITRIN CAPITAL MANAGEMENT, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

SITRIN CAPITAL MANAGEMENT, LLC
Feb 2016 – present
SITRIN CAPITAL MANAGEMENT LLC
Feb 2012 – Feb 2016
CENTURY CITY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jul 1997 – Feb 2012
CENTURY CITY, CA
02

Registrations & Exams

FINRA examinations passed
Series 000
Series 1
Series 3
Series 63
Series 65
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SITRIN CAPITAL MANAGEMENT, LLC
CRD 282436 · SEC 801-107216
AUM
$296M
Regulatory assets under management
Employees
6
588 client accounts
Services offered by SITRIN CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SITRIN CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Marcus Jay Sitrin offer?
Marcus Jay Sitrin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTURY CITY, California for a consultation.
What are Marcus Jay Sitrin's credentials?
Marcus Jay Sitrin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcus Jay Sitrin located?
Marcus Jay Sitrin is based in CENTURY CITY, California, working with SITRIN CAPITAL MANAGEMENT, LLC. Their office serves clients in the CENTURY CITY metropolitan area and surrounding communities.
How does Marcus Jay Sitrin charge for services?
Marcus Jay Sitrin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SITRIN CAPITAL MANAGEMENT, LLC?
SITRIN CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SITRIN CAPITAL MANAGEMENT, LLC

Ryan Gerard Sitrin
CENTURY CITY, CA
Scott Charles Sitrin
CENTURY CITY, CA
Efren Edward Bolisay
CENTURY CITY, CA

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