MARKER FINANCIAL ADVISORS LLC
Firm details
- Headquarters
- PORT WASHINGTON, New York
- CRD number
- 165834
- Registered since
- December 2, 2013
Firm profile
FINTRXOverview
Marker Financial Advisors LLC operates primarily as an adviser and sponsor to pooled investment vehicles rather than as a traditional client-facing advisory firm. Registered with the SEC in 2013 and organized as a limited liability company, the firm serves in roles such as general partner and managing member for private funds. Its footprint is concentrated in venture capital: the firm advises multiple pooled vehicles and acts as the manager/sponsor for those funds, rather than reporting a base of individual advisory clients. Marker Financial Advisors is not identified as an active ESG investor and does not present as a multi-state retail adviser; its activity profile points to fund management and private capital deployment.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL ROCHKIND
CFOCRD 6262007
Contacts
3 of 3CLAYTON PRUGH
General CounselCRD 6133291
RICHARD SCANLON
Founding PartnerCRD 2907267
THOMAS POMPIDOU
Founding PartnerCRD 2296476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORT WASHINGTON, NY
NASSAU
Location
PORT WASHINGTON, NY
Headquartered in PORT WASHINGTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 51 Cornwells Beach Rd
- Time zone
- ET (UTC-5)
- Office locations
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