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Robert A. Ledonne

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CRD#: 1335938
RL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Anthony Ledonne, who also goes by Bob A Ledonne, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob A Ledonne

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 16, 2013 - February 11, 2016

MARCUS CAPITAL, LLC

RIA
CRD#: 130516
CHICAGO, IL
Past

September 11, 1998 - January 9, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

October 27, 1995 - January 9, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

September 23, 1994 - October 30, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 16, 1985 - October 18, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

January 23, 1985 - August 1, 1985

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

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".
MC
MARCUS CAPITAL, LLC
MARCUS CAPITAL, LLC

CRD#: 130516 / SEC#: 801-132357

RIA
Registered Investment Advisory firm - (4/7/2025 Approved)
California
Registered Investment Advisory firm - (4/23/2016 Terminated)
Illinois
Registered Investment Advisory firm - (7/7/2025 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/11/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MC
MARCUS CAPITAL, LLC
MARCUS CAPITAL, LLC

CRD#: 130516 / SEC#: 801-132357

RIA
Registered Investment Advisory firm - (4/7/2025 Approved)
California
Registered Investment Advisory firm - (4/23/2016 Terminated)
Illinois
Registered Investment Advisory firm - (7/7/2025 Terminated)
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Contact information


Main Address
One Northfield Plaza Suite 222, Northfield, IL 60093
Mailing Address
Phone number
(847) 313-4326
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARCUS CAPITAL DISCLOSURE BROCHURE (3/25/2025)

Regulatory assets under management


Total Number of Accounts246
AUM (Assets Under Management)$ 112,988,186

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.

Company Information


MARCUS CAPITAL, LLC

CRD#: 130516

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