Marcum Financial Services LLC

Marcum Financial Services LLC (CRD# 152309) is a financial advisory firm headquartered in Melville, NY. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, NJ, NY, PA

Financial Advisors at Marcum Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence S. Simon
CRD#: 3147458
1600 Market Street, 32nd Floor, Philadelphia, PA 19103
93
Wealthminder
score

Lawrence Simon (CRD# 3147458) is an Investment Advisor Representative working at Marcum Financial Services LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.