Unclaimed Profile

Marc Jonathan Margolies

IPC PRIVATE WEALTH PARTNERS, LLC·BOCA RATON, Florida

SIE, Series 3, Series 7, Series 8, Series 63, Series 65, Series 6629 years registeredIPC PRIVATE WEALTH PARTNERS, LLC

5002 T-REX AVENUE,, BOCA RATON, FL 33431CRD# 1615079Firm CRD# 284726

Profile Verification

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

Identity

Marc Jonathan Margolies · BOCA RATON, FL

Registration

CRD #1615079 · IPC PRIVATE WEALTH PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IPC PRIVATE WEALTH PARTNERS, LLC

OPPENHEIMER & CO. INC.

May 2018 – Jan 2020

BOCA RATON, FL

LPL FINANCIAL LLC

Mar 2012 – Dec 2012

BOCA RATON, FL

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Nov 2011 – Mar 2012

BOCA RATON, FL

BROKERSXPRESS LLC

Aug 2010 – Aug 2011

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Apr 2003 – Aug 2010

BOCA RATON, FL

PRUDENTIAL SECURITIES INCORPORATED

Jan 1997 – Apr 2003

AVENTURA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Series 66

Registration record

First registered · January 3, 1997

Years registered · 29

Disclosure History

2009Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

IPC PRIVATE WEALTH PARTNERS, LLC

CRD 284726 · SEC 801-108178

AUM

$5M

Regulatory assets under management

Employees

23 client accounts

Services offered by IPC PRIVATE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IPC PRIVATE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Jonathan Margolies offer?

Marc Jonathan Margolies specializes in Financial Planning, Investment Management, Wealth Management.

What are Marc Jonathan Margolies's credentials?

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

Where is Marc Jonathan Margolies located?

Marc Jonathan Margolies is based in BOCA RATON, Florida, last registered with IPC PRIVATE WEALTH PARTNERS, LLC.

How does Marc Jonathan Margolies charge for services?

Marc Jonathan Margolies'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 IPC PRIVATE WEALTH PARTNERS, LLC?

IPC PRIVATE WEALTH PARTNERS, LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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