Unclaimed Profile

Rachel Elisabeth Markus

RMWC·NEW YORK, New York

Clean recordRMWC

130 E 59TH STREET, NEW YORK, NY 10022CRD# 3010466Firm CRD# 147359

Profile Verification

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

Identity

Rachel Elisabeth Markus · NEW YORK, NY

Registration

CRD #3010466 · RMWC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rachel Elisabeth Markus is a registered financial advisor based in NEW YORK, New York, affiliated with RMWC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RMWC

AUM

$519M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RMWC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3010466

Firm CRD# 147359

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rachel Elisabeth Markus offer?

Rachel Elisabeth Markus specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Rachel Elisabeth Markus's credentials?

Rachel Elisabeth Markus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Elisabeth Markus located?

Rachel Elisabeth Markus is based in NEW YORK, New York, working with RMWC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Rachel Elisabeth Markus charge for services?

Rachel Elisabeth Markus's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RMWC?

RMWC has approximately 11 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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