Macquarie Investment Management Business Trust

Macquarie Investment Management Business Trust (CRD# 105390) is a financial advisory firm headquartered in Philadelphia, PA. They manage $191,883,504,410 in 407 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    191,884
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $471,458,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Macquarie Investment Management Business Trust
Showing 1 - 10 of 62 top financial advisors.
1
Marcus P. Anderson
CRD#: 2588101
2005 Market Street, Philadelphia, PA 19103

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.

2
James M. Brown
CRD#: 5438404
2005 Market Street, Philadelphia, PA 19103

James Brown (CRD# 5438404) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 15 years of experience in the finance industry.

3
Matthew T. Cheney
CRD#: 2882640
610 Market Street, Philadelphia, PA 19106

Matthew Cheney (CRD# 2882640) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 26 years of experience in the finance industry.

4
David J. Chorba
CRD#: 4466203
2005 Market Street, Philadelphia, PA 19103

David Chorba (CRD# 4466203) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 21 years of experience in the finance industry.

5
Joseph T. Cinotto
CRD#: 5941888
610 Market Street, Philadelphia, PA 19106

Joseph Cinotto (CRD# 5941888) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 11 years of experience in the finance industry.

6
Shane M. Coley
CRD#: 5271928
610 Market Street, L7, Philadelphia, PA 19106

Shane Coley (CRD# 5271928) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 16 years of experience in the finance industry. Shane Coley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matthew R. Cowell
CRD#: 6684968
2005 Market Street, Philadelphia, PA 19103

Matthew Cowell (CRD# 6684968) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 6 years of experience in the finance industry.

8
Brian A. Daley
CRD#: 1543031
2005 Market Street, Philadelphia, PA 19103

Brian Daley (CRD# 1543031) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 26 years of experience in the finance industry.

9
John A. Digirolamo
CRD#: 5465049
2005 Market Street, Philadelphia, PA 19103

John Digirolamo (CRD# 5465049) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 15 years of experience in the finance industry.

10
Marc F. Dippolito
CRD#: 4428350
2005 Market Street, Philadelphia, PA 19103

Marc Dippolito (CRD# 4428350) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 16 years of experience in the finance industry.

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