Marc Krimen, financial advisor Chicago IL
70 score

Marc Krimen

CRD Number: 6065997
Current Firm: Leumi Investment Services Inc.

Marc Krimen (CRD# 6065997) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Leumi Investment Services Inc. Chicago, IL May 2016 - Current < 1
Morgan Stanley Chicago, IL Oct 2015 - May 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Oct 2015 - May 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Chicago, IL May 2012 - Oct 2015 3
Marc Krimen Law Lake Bluff, IL Jun 2010 - Apr 2012 1
Outreach Services Inc. Seattle, WA Jan 2007 - Jun 2010 3
Marc Krimen Law Lake Bluff, IL Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Marc S. Krimen
Phone Number: 212-407-4353
Firm Website:
Registered State(s):
  • CA
  • IL
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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