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Lisa Boyd Piekarski

MARCUS CAPITAL, LLC·NORTHBROOK, Illinois
Clean recordMARCUS CAPITAL, LLC
450 SKOKIE BLVD., NORTHBROOK, IL 60062CRD# 5428526Firm CRD# 130516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Boyd Piekarski · NORTHBROOK, IL
Registration
CRD #5428526 · MARCUS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Boyd Piekarski is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with MARCUS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MARCUS CAPITAL, LLC
MARCUS CAPITAL, LLC
AUM
$34M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MARCUS CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5428526
Firm CRD# 130516
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Boyd Piekarski offer?
Lisa Boyd Piekarski specializes in Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Lisa Boyd Piekarski's credentials?
Lisa Boyd Piekarski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Boyd Piekarski located?
Lisa Boyd Piekarski is based in NORTHBROOK, Illinois, working with MARCUS CAPITAL, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Lisa Boyd Piekarski charge for services?
Lisa Boyd Piekarski'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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Other Advisors at MARCUS CAPITAL, LLC

Daniel Marcus
NORTHBROOK, IL

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