Marcus AndersonCRD Number: 2588101
Current Firm: Macquarie Investment Management Business Trust
Marcus Anderson (CRD# 2588101) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Macquarie Investment Management Business Trust||Philadelphia, PA||Apr 2020 - Current||3|
|Delaware Investments||Philadelphia, PA||Dec 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1995|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management236,027MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$519,883,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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