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MA

Marc D. Aronstein

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CRD#: 1987519
MA

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.

Marc David Aronstein was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1989. Marc had worked at 3 firms and has passed the SIE, Series 82, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

December 22, 2012 - February 19, 2015

MARWOOD GROUP

BD
CRD#: 117015
NEW YORK, NY
Past

February 3, 1995 - August 29, 1995

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
WHITE PLAINS, NY
Past

September 19, 1989 - September 23, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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


General Industry/Product Exam
RR
SIE
Date: 2/19/2015
Securities Industry Essentials Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MG
MARWOOD GROUP
MARWOOD GROUP | MARWOOD GROUP LLC | MARWOOD GROUP ASSET MANAGEMENT LLC

CRD#: 117015 / SEC#: , 8-53573

Connecticut
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (5/14/2004 Approved)
Illinois
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
New York
Registered Investment Advisory firm - SEC (12/2/2003 Approved)
Oregon
Registered Investment Advisory firm - SEC (12/31/2023 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
733 Third Avenue 11th Floor, New York, NY 10017
Mailing Address
733 Third Avenue 11th Floor, New York, NY 10017
Phone number
(212) 532-3651
Established
New York since 06/06/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
9

FINRA licenses (4 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MARWOOD GROUP & CO USA LLCSHAREHOLDER
BEATON, DANIEL STEWARTFINOP4240769
MODZELEWSKI, THOMAS JUDECOO & CCO4570850
MOORE, JOHN THOMAS JRCEO1931756

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


MARWOOD GROUP

CRD#: 117015

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