Unclaimed Profile

Timothy John Marchesi

DISCRETIONARY MANAGEMENT SERVICES, LLC·MERRIAM, Kansas

SIE, Series 6, Series 7, Series 24, Series 63CFAClean record24 years registeredDISCRETIONARY MANAGEMENT SERVICES, LLC

6700 ANTIOCH ROAD, MERRIAM, KS 66204-1497CRD# 3241095Firm CRD# 145851

Profile Verification

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

Identity

Timothy John Marchesi · MERRIAM, KS

Registration

CRD #3241095 · DISCRETIONARY MANAGEMENT SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

DEMARCHE

Oct 2018 – present

DEMARCHE

Mar 2002 – present

ENDEX CAPITAL MANAGMENT LLC

Mar 2002 – Dec 2022

Merriam, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 11, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD 145851 · SEC 801-68693

AUM

$213M

Regulatory assets under management

Employees

20 client accounts

Services offered by DISCRETIONARY MANAGEMENT SERVICES, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at DISCRETIONARY MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy John Marchesi offer?

Timothy John Marchesi specializes in Retirement Planning, Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.

What are Timothy John Marchesi's credentials?

Timothy John Marchesi holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy John Marchesi located?

Timothy John Marchesi is based in MERRIAM, Kansas, working with DISCRETIONARY MANAGEMENT SERVICES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.

How does Timothy John Marchesi charge for services?

Timothy John Marchesi'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 DISCRETIONARY MANAGEMENT SERVICES, LLC?

DISCRETIONARY MANAGEMENT SERVICES, LLC has approximately 27 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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