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Patrick Lee Marcell

ELITE WEALTH MANAGEMENT, INC.·PLOVER, Wisconsin
Series 6, Series 63, Series 65Clean record18 years registeredELITE WEALTH MANAGEMENT, INC.
2331 POST ROAD, PLOVER, WI 54467CRD# 4438834Firm CRD# 333159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Lee Marcell · PLOVER, WI
Registration
CRD #4438834 · ELITE WEALTH MANAGEMENT, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

ELITE WEALTH MANAGEMENT, INC.
Feb 2025 – present
ELITE RETIREMENT GROUP
Jan 2021 – Dec 2025
PLOVER, WI
BROOKSTONE CAPITAL MANAGEMENT LLC
Feb 2008 – Apr 2021
KRONENWETTER, WI
GLISCZYNSKI & ASSOCIATES, INC.
Jan 2008 – Aug 2008
PLOVER, WI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · January 2, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELITE WEALTH MANAGEMENT, INC.
CRD 333159 · SEC 801-131559
AUM
$153M
Regulatory assets under management
Employees
4
1,822 client accounts
Services offered by ELITE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELITE WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Patrick Lee Marcell offer?
Patrick Lee Marcell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLOVER, Wisconsin for a consultation.
What are Patrick Lee Marcell's credentials?
Patrick Lee Marcell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Lee Marcell located?
Patrick Lee Marcell is based in PLOVER, Wisconsin, working with ELITE WEALTH MANAGEMENT, INC.. Their office serves clients in the PLOVER metropolitan area and surrounding communities.
How does Patrick Lee Marcell charge for services?
Patrick Lee Marcell'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 ELITE WEALTH MANAGEMENT, INC.?
ELITE WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
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Research
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