Kenneth M. Ezell

MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA 30326

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CRD#: 1233609

Professional summary

Kenneth Michael Ezell is a registered financial advisor currently at MARCO INVESTMENT MANAGEMENT LLC located in Atlanta, Georgia.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kenneth has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Michael Ezell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 6, 2003 - Present

MARCO INVESTMENT MANAGEMENT LLC

Office #1: 1100 Atlanta Financial Ctr. 3353 Peachtree Road, Atlanta, GA 30326

RIA

CRD#: 108170

ATLANTA, GA

Past

May 15, 1995 - January 26, 2001

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

NEW YORK, NY

Past

September 10, 1985 - September 14, 1989

NATIONSBANC SECURITIES OF GEORGIA, INC.

CRD#: 315

Past

June 27, 1985 - September 4, 1985

FTC INVESTMENT MANAGEMENT, INC.

CRD#: 14883

Past

February 16, 1984 - March 26, 1984

THOMAS BRYAN & ASSOCIATES, INC.

CRD#: 13942

Past

January 25, 1984 - January 25, 1984

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/6/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/16/1995

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/31/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/24/1984

Municipal Securities Principal Examination

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 Approved)

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Contact information

Main Address

1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326

Mailing Address

Phone number

(404) 504-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCO INVESTMENT MANAGEMENT, LLC COMPLETE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	698
AUM (Assets Under Management)	$ 1,726,524,716

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kenneth M. Ezell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Michael Ezell's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS ASSET MANAGEMENT (US) INC.

NATIONSBANC SECURITIES OF GEORGIA, INC.

FTC INVESTMENT MANAGEMENT, INC.

THOMAS BRYAN & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

MARCO INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/16/1995

Series 65

Date: 7/31/1992

Series 7

Date: 5/12/1995

Series 53

Date: 7/24/1984

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARCO INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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