Unclaimed Profile

Michael Thomas Mckeown

MARCUM WEALTH, LLC·CLEVELAND, Ohio

Series 7, Series 31, Series 66Clean record20 years registeredMARCUM WEALTH, LLC

6685 BETA DRIVE, CLEVELAND, OH 44143CRD# 4807983Firm CRD# 134628

Profile Verification

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

Identity

Michael Thomas Mckeown · CLEVELAND, OH

Registration

CRD #4807983 · MARCUM WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2025 – present

MARCUM WEALTH, LLC

Dec 2006 – May 2025

Cleveland, OH

MORGAN STANLEY

Oct 2005 – Sep 2006

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · October 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARCUM WEALTH, LLC

CRD 134628 · SEC 801-67563

AUM

$2.6B

Regulatory assets under management

Employees

6,904 client accounts

Services offered by MARCUM WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARCUM WEALTH, LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEVELAND?

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

Browse CLEVELAND Advisors Are you this advisor? Claim profile

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 →