Paul J. Marcus

MARCUS CAPITAL MANAGEMENT

BOSTON, MA 02110-2419

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CRD#: 1438201

Professional summary

Paul Joseph Marcus, who also goes by Paul M Pease, is a registered financial advisor currently at MARCUS CAPITAL MANAGEMENT, INC. located in Boston, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Paul has worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul M Pease

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.

CHINA DEVELOPMENT (HOLDINGS) LTD, A NON-INVESTMENT RELATED BUSINESS. START: 1993. ADDRESS: 31 ST. JAMES AVENUE, BOSTON, MA 02116. N SPECIFIED DUTIES, NO AVERAGE NUMBER OF HOURS. I AM PRESIDENT AND MAJORITY SHAREHOLDER. MARCUS MANAGEMENT, LLC, GP OF THE MARCUS FUND, LP, AN INVESTMENT-RELATED PRIVATE LIMITED PARTNERSHIP THAT PURCHASES MING AND QING DYNASTY CHINESE COSTUMES AND ACCESSORIES. START: 2004. SAME ADDRESS. I AM MANAGER AND A MINORITY MEMBER OF LLC, WITH GENERAL CHARGE OF MANAGEMENT. NO AVERAGE NUMBER OF HOURS. LIFESTYLE BRANDS, LLC, GP OF CHINA LIFESTYLE FUND, LP ("CLF"), AN INVESTMENT-RELATED PRIVATE LIMITED PARTNERSHIP THAT OWNS, OPERATES AND SUBFRANCHISES INTERNATIONALLY FAMOUS FOOD AND BEVERAGE FRANCHISES IN CHINA. START: 2007. SAME ADDRESS. I AM A MANAGER AND CO-OWNER OF LLC AND MANAGER OR OFFICER OF CERTAIN ENTITIES AFFILIATED WITH CLF. GENERAL MANAGEMENT AND OVERSIGHT DUTIES. NO AVERAGE NUMBER OF HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Marcus's 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

January 17, 2006 - Present

MARCUS CAPITAL MANAGEMENT, INC.

Office #1: 234 Congress Street 2nd Floor, Boston, MA 02110-2419

RIA

CRD#: 133222

BOSTON, MA

Past

January 4, 2005 - December 31, 2005

MARCUS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 133222

BOSTON, MA

Past

December 17, 1985 - August 11, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

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

Massachusetts
(1/17/2006)

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: 1/7/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 1/31/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/14/1985

General Securities Representative Examination

Current Firm

MARCUS CAPITAL MANAGEMENT, INC.

CRD#: 133222 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/17/2006 Approved)

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Contact information

Main Address

234 Congress Street 2nd Floor, Boston, MA 02110-2419

Mailing Address

Phone number

(617) 482-8500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 8,127,197

Red Flags

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

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Paul J. Marcus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Marcus's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARCUS CAPITAL MANAGEMENT, INC.

MARCUS CAPITAL MANAGEMENT, INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/7/1986

Series 3

Date: 1/31/1986

Series 7

Date: 12/14/1985

Current Firm

MARCUS CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARCUS CAPITAL MANAGEMENT, INC.

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