Unclaimed Profile

Marc Lewis Channick

DELPHI PRIVATE ADVISORS, LLC·SAN DIEGO, California

Series 7, Series 31, Series 66Clean record20 years registeredDELPHI PRIVATE ADVISORS, LLC

3611 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130CRD# 5036857Firm CRD# 151135

Profile Verification

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

Identity

Marc Lewis Channick · SAN DIEGO, CA

Registration

CRD #5036857 · DELPHI PRIVATE ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DELPHI PRIVATE ADVISORS, LLC

DELPHI PRIVATE ADVISORS

Nov 2009 – Jul 2017

SAN DIEGO, CA

ALLIANCEBERNSTEIN L.P.

Jan 2006 – Nov 2009

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · January 23, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DELPHI PRIVATE ADVISORS, LLC

CRD 151135 · SEC 801-70708

AUM

$860M

Regulatory assets under management

Employees

759 client accounts

Services offered by DELPHI PRIVATE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DELPHI PRIVATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Lewis Channick offer?

Marc Lewis Channick specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Marc Lewis Channick's credentials?

Marc Lewis Channick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Lewis Channick located?

Marc Lewis Channick is based in SAN DIEGO, California, last registered with DELPHI PRIVATE ADVISORS, LLC.

How does Marc Lewis Channick charge for services?

Marc Lewis Channick'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 DELPHI PRIVATE ADVISORS, LLC?

DELPHI PRIVATE ADVISORS, LLC has approximately 10 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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