Unclaimed Profile

Daniel Bert Marcotte

DOXA ADVISORS LLC·NORTH OAKS, Minnesota

SIE, Series 7, Series 16, Series 24, Series 27, Series 53, Series 63, Series 65Clean record15 years registeredDOXA ADVISORS LLC

400 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127CRD# 2178136Firm CRD# 157886

Profile Verification

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

Identity

Daniel Bert Marcotte · NORTH OAKS, MN

Registration

CRD #2178136 · DOXA ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOXA ADVISORS LLC

DOXA ADVISORS, LLC

Jan 2014 – Oct 2024

ROSEVILLE, MN

WORKMAN SECURITIES CORPORATION

Jul 2011 – Sep 2011

NORTH OAKS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · July 1, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOXA ADVISORS LLC

CRD 157886 · SEC 801-72692

AUM

$25M

Regulatory assets under management

Employees

77 client accounts

Services offered by DOXA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DOXA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Bert Marcotte offer?

Daniel Bert Marcotte specializes in Financial Planning, Investment Management.

What are Daniel Bert Marcotte's credentials?

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

Where is Daniel Bert Marcotte located?

Daniel Bert Marcotte is based in NORTH OAKS, Minnesota, last registered with DOXA ADVISORS LLC.

How does Daniel Bert Marcotte charge for services?

Daniel Bert Marcotte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOXA ADVISORS LLC?

DOXA ADVISORS LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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