Matthew Marquis, financial advisor Rosemont IL
93 score

Matthew Marquis

CRD Number: 5301123
Current Firm: Castleview Partners, LLC

Matthew Marquis (CRD# 5301123) is an Investment Advisor Representative working at Castleview Partners, LLC in Rosemont, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Interocean Capital Chicago, IL Oct 2009 - Oct 2016 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Barrington, IL Feb 2007 - Oct 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Matthew G. Marquis
Phone Number: 214-710-1995
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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