Robert Coode, financial advisor Cleveland OH

Robert Coode

CRD Number: 2651720
Current Firm: Marcum Wealth, LLC

Robert Coode (CRD# 2651720) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities Inc. Mayfield Village, OH Oct 2019 - Current 4
Marcum Wealth, LLC Mayfield Village, OH Jul 2019 - Current 4
Proequities, Inc. Mentor, OH Aug 1995 - Jul 2019 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert D. Coode
Phone Number: 440-459-5900
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,576
    MILLIONS
  • Total Number of Accounts
    6,904
    ACCOUNTS
  • Average Account Value
    $373,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

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