Michael Marusiak, financial advisor Clive IA

Michael Marusiak

CRD Number: 6724107
Current Firm: Acumen Associates LLC

Michael Marusiak (CRD# 6724107) is an Investment Advisor Representative working at Acumen Associates LLC in Clive, IA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Acumen Associates LLC Clive, IA Mar 2021 - Current 3
Eagle Strategies LLC Waltham, MA Sep 2020 - Current 3
Nylife Securities LLC Waltham, MA Jul 2020 - Current 3
New York Life Insurance Co Waltham, MA Feb 2020 - Current 4
Acumen Associates, LLC Belmont, MA Jul 2015 - Jul 2020 5
Unemployed Belmont, MA May 2012 - Jul 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
S63 Uniform Securities State Law Examination Aug 2020
Contact Info for Michael A. Marusiak
Phone Number: 617-335-5495
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $243,800
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA

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