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Lisa Boyd Piekarski

MARCUS CAPITAL, LLC·NORTHBROOK, Illinois
Series 65Clean record18 years registeredMARCUS 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

MARCUS CAPITAL, LLC
Dec 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 12, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARCUS CAPITAL, LLC
CRD 130516 · SEC 801-107421
AUM
$34M
Regulatory assets under management
Employees
2
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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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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Daniel Marcus
NORTHBROOK, IL

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