Unclaimed Profile

Marc A Morell

BALANZ ADVISORS LLC·CORAL GABLES, Florida

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65, Series 99TOClean record30 years registeredBALANZ ADVISORS LLC

2811 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 2566724Firm CRD# 322263

Profile Verification

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

Identity

Marc A Morell · CORAL GABLES, FL

Registration

CRD #2566724 · BALANZ ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANZ ADVISORS LLC

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Mar 2016 – Sep 2016

MIAMI, FL

KOVACK ADVISORS, INC.

Oct 2012 – Feb 2016

FT. LAUDERDALE, FL

SUNTRUST INVESTMENT SERVICES, INC.

Jul 2011 – Jul 2012

MIAMI, FL

E*TRADE CAPITAL MANAGEMENT, LLC

Aug 2010 – Jun 2011

FORT LAUDERDALE, FL

AMERIVEST INVESTMENT MANAGEMENT, LLC

Aug 2009 – Jul 2010

ORLANDO, FL

TD AMERITRADE, INC.

Jul 2009 – Jul 2010

ORLANDO, FL

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Jun 2009

BOCA RATON, FL

CITICORP INVESTMENT SERVICES

Feb 2004 – May 2007

PLANTATION, FL

CHARLES SCHWAB & CO., INC.

Nov 1995 – Oct 2003

AVENTURA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · November 2, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANZ ADVISORS LLC

CRD 322263 · SEC 801-126818

AUM

$266M

Regulatory assets under management

Employees

62 client accounts

Services offered by BALANZ ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BALANZ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Marc A Morell offer?

Marc A Morell specializes in Investment Management, Fee-Only Advisory.

What are Marc A Morell's credentials?

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

Where is Marc A Morell located?

Marc A Morell is based in CORAL GABLES, Florida, last registered with BALANZ ADVISORS LLC.

How does Marc A Morell charge for services?

Marc A Morell'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 BALANZ ADVISORS LLC?

BALANZ ADVISORS LLC has approximately 9 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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