Unclaimed Profile

Daniel Marcus

MARCUS CAPITAL, LLC·NORTHBROOK, Illinois

Series 7, Series 63, Series 65Clean record25 years registeredMARCUS CAPITAL, LLC

450 SKOKIE BLVD., NORTHBROOK, IL 60062CRD# 2091668Firm CRD# 130516

Profile Verification

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

Identity

Daniel Marcus · NORTHBROOK, IL

Registration

CRD #2091668 · MARCUS CAPITAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARCUS CAPITAL, LLC

Mar 2004 – present

BEAR, STEARNS & CO. INC.

Jan 2001 – Feb 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 29, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARCUS CAPITAL, LLC

CRD 130516 · SEC 801-107421

AUM

$34M

Regulatory assets under management

Employees

118 client accounts

Services offered by MARCUS CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARCUS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Marcus offer?

Daniel Marcus specializes in Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Daniel Marcus's credentials?

Daniel Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Marcus located?

Daniel Marcus is based in NORTHBROOK, Illinois, working with MARCUS CAPITAL, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Daniel Marcus charge for services?

Daniel Marcus'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 MARCUS CAPITAL, LLC?

MARCUS CAPITAL, LLC has approximately 2 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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