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Jonathan Lee Marcus

BRONSON POINT MANAGEMENT LLC·FAIRFIELD, Connecticut
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1960 BRONSON ROAD, FAIRFIELD, CT 06824-2838CRD# 2864418Firm CRD# 157894
01

About

Jonathan Lee Marcus is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with BRONSON POINT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BRONSON POINT MANAGEMENT LLC
BRONSON POINT MANAGEMENT LLC
AUM
$482M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BRONSON POINT MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2864418
Firm CRD# 157894
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Lee Marcus offer?
Jonathan Lee Marcus specializes in Retirement Planning, Wealth Management. Contact their office in FAIRFIELD, Connecticut for a consultation.
What are Jonathan Lee Marcus's credentials?
Jonathan Lee Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lee Marcus located?
Jonathan Lee Marcus is based in FAIRFIELD, Connecticut, working with BRONSON POINT MANAGEMENT LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Jonathan Lee Marcus charge for services?
Jonathan Lee Marcus's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRONSON POINT MANAGEMENT LLC?
BRONSON POINT MANAGEMENT LLC has approximately 10 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Cynthia Young Stango — TOURMALET ADVISORS, L.P.Andrew Frenchman Schwartz — ZENYATTA CAPITAL MANAGEMENT LPAdam James Murphy — COOPER INVESTMENT PARTNERS LLCMichael Anthony Corasaniti — TOURMALET ADVISORS, L.P.David Reed Ameden — MONECO ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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