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AM

Andrew L. Marcus

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CRD#: 1560933
AM

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.

Andrew Laurence Marcus, who also goes by Andrew L Marcus, Andy Marcus, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1986. Andrew had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew L Marcus | Andy Marcus

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

July 10, 1992 - December 15, 1992

GOLDEN HARRIS CAPITAL GROUP, INC.

BD
CRD#: 13889
Past

April 30, 1991 - January 9, 1992

KOBER FINANCIAL CORP.

BD
CRD#: 17551
Past

January 11, 1990 - October 4, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

November 18, 1986 - January 9, 1990

J. B. HANAUER & CO.

BD
CRD#: 6958

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
RR
Series 63
Date: 2/5/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GH
GOLDEN HARRIS CAPITAL GROUP, INC.
BAIRD, PATRICK CAPITAL GROUP, INC. | GOLDEN HARRIS CAPITAL GROUP, INC.

CRD#: 13889 / SEC#: , 8-30042

BD
Terminated by SEC on 11/17/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 06/06/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GOLDEN, STEPHEN IRAEXECUTIVE VICE PRESIDENT224150
HARRIS, STEVEEXECUTIVE VICE PRESIDENT238199

Disclosures


Regulatory Event2
Arbitration3

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


GOLDEN HARRIS CAPITAL GROUP, INC.

CRD#: 13889

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