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Matthew Anthony Marcello

APEXIUM FINANCIAL LP·DALLAS, Texas
SIE, Series 7, Series 55, Series 63CFPClean record4 years registeredAPEXIUM FINANCIAL LP
1920 MCKINNEY AVE., DALLAS, TX 75201CRD# 4418159Firm CRD# 283726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Anthony Marcello · DALLAS, TX
Registration
CRD #4418159 · APEXIUM FINANCIAL LP · 4 years registered
Brand Profile
Not yet started
01

Career History

May 2022Dec 2025
Dallas, TX
May 2022Dec 2023
ROWAYTON, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 63
Registration record
First registered · May 26, 2022
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEXIUM FINANCIAL LP
CRD 283726 · SEC 801-107760
AUM
$2.6B
Regulatory assets under management
Employees
14
2,541 client accounts
Services offered by APEXIUM FINANCIAL LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Matthew Anthony Marcello offer?
Matthew Anthony Marcello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Matthew Anthony Marcello's credentials?
Matthew Anthony Marcello holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Anthony Marcello located?
Matthew Anthony Marcello is based in DALLAS, Texas, working with APEXIUM FINANCIAL LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Matthew Anthony Marcello charge for services?
Matthew Anthony Marcello's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEXIUM FINANCIAL LP?
APEXIUM FINANCIAL LP has approximately 14 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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