Marcus Utt (CRD# 7624038) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Bay, FL and has 1 year of experience in the finance industry.
CRD# 2691746
Ameriprise Financial Services, LLC
CRD# 2821820
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4578025
B. Riley Wealth Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Bay, FL | Aug 2022 - Current | 1 |
| Orange Pest Control | Cocoa, FL | Mar 2018 - Aug 2022 | 4 |
| Robertson Lawns And Landscaping | Titusville, FL | Mar 2018 - Aug 2022 | 4 |
| Aflac Field Force | Melbourne, FL | Apr 2018 - May 2018 | < 1 |
| Wis Ivs LLC | Melbourne, FL | Apr 2018 - May 2018 | < 1 |
| Century 2001 | Indian Harbour Beach, FL | Mar 2017 - Mar 2018 | 1 |
| Florida Fine Wine And Spirits | Melbourne, FL | Aug 2017 - Dec 2017 | < 1 |
| Landscape Depot | Rockledge, FL | Mar 2016 - Mar 2017 | 1 |
| Slug A Bug | Melbourne, FL | Mar 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.