MARKER FINANCIAL ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORT WASHINGTON, New York
CRD number
165834
Registered since
December 2, 2013

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DANIEL ROCHKIND

    CFOCRD 6262007

Contacts

3 of 3
  • CLAYTON PRUGH

    General CounselCRD 6133291

  • RICHARD SCANLON

    Founding PartnerCRD 2907267

  • THOMAS POMPIDOU

    Founding PartnerCRD 2296476

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth