Unclaimed Profile

Steven David Brett

MARCUM WEALTH, LLC·CLEVELAND, Ohio

SIE, Series 7, Series 9, Series 10, Series 55, Series 63, Series 65Clean record22 years registeredMARCUM WEALTH, LLC

6685 BETA DRIVE, CLEVELAND, OH 44143CRD# 4142664Firm CRD# 134628

Profile Verification

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

Identity

Steven David Brett · CLEVELAND, OH

Registration

CRD #4142664 · MARCUM WEALTH, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2025 – present

MARCUM WEALTH, LLC

Apr 2021 – May 2025

Melville, NY

MARCUM FINANCIAL SERVICES LLC

Jan 2017 – Dec 2021

MELVILLE, NY

MARCUM FINANCIAL SERVICES LLC

Jun 2010 – Dec 2016

MELVILLE, NY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 2009 – Apr 2021

MELVILLE, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2003 – Oct 2009

GREAT NECK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 55

Series 63

Series 65

Registration record

First registered · September 18, 2003

Years registered · 22

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

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Frequently Asked Questions

What services does Steven David Brett offer?

Steven David Brett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Steven David Brett's credentials?

Steven David Brett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven David Brett located?

Steven David Brett is based in CLEVELAND, Ohio, working with MARCUM WEALTH, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Steven David Brett charge for services?

Steven David Brett'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.

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