Claim Profile
MM

Michael Thomas Mckeown

MARCUM WEALTH, LLC·CLEVELAND, Ohio
Unclaimed Profile
6685 BETA DRIVE, CLEVELAND, OH 44143CRD# 4807983Firm CRD# 134628
01

About

Michael Thomas Mckeown is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MARCUM WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARCUM WEALTH, LLC
MARCUM WEALTH, LLC
AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4807983
Firm CRD# 134628
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Thomas Mckeown offer?
Michael Thomas Mckeown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Michael Thomas Mckeown's credentials?
Michael Thomas Mckeown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Mckeown located?
Michael Thomas Mckeown is based in CLEVELAND, Ohio, working with MARCUM WEALTH, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Michael Thomas Mckeown charge for services?
Michael Thomas Mckeown'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 MARCUM WEALTH, LLC?
MARCUM WEALTH, LLC has approximately 40 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty