Daniel Marcus, financial advisor Northfield IL

Daniel Marcus

CRD Number: 2091668
Current Firm: Marcus Capital, LLC

Daniel Marcus (CRD# 2091668) is an Investment Advisor Representative working at Marcus Capital, LLC in Northfield, IL and has over 31 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Marcus Capital, LLC Chicago, IL Jan 2004 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Daniel Marcus
Phone Number: 847-313-4326
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $534,398
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
Types of Clients
Registered States

IL

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