Unclaimed Profile

Marcie Jill Engel

ECCLES STREET ASSET MANAGEMENT, LLC·BOCA RATON, Florida

Clean recordECCLES STREET ASSET MANAGEMENT, LLC

5301 N FEDERAL HIGHWAY, BOCA RATON, FL 33487CRD# 6130813Firm CRD# 175311

Profile Verification

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

Identity

Marcie Jill Engel · BOCA RATON, FL

Registration

CRD #6130813 · ECCLES STREET ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marcie Jill Engel is a registered financial advisor based in BOCA RATON, Florida, affiliated with ECCLES STREET ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

THE CREDIT STRATEGIST GROUP, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE CREDIT STRATEGIST GROUP, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6130813

Firm CRD# 175311

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marcie Jill Engel offer?

Marcie Jill Engel specializes in Investment Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.

What are Marcie Jill Engel's credentials?

Marcie Jill Engel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcie Jill Engel located?

Marcie Jill Engel is based in BOCA RATON, Florida, working with ECCLES STREET ASSET MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Marcie Jill Engel charge for services?

Marcie Jill Engel'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 ECCLES STREET ASSET MANAGEMENT, LLC?

ECCLES STREET ASSET MANAGEMENT, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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