Marc E. Lorin

NEW HYDE PARK ASSET MANAGEMENT LLC

WHEATON, IL 60187

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CRD#: 1993808

Professional summary

Marc Eric Lorin is a registered financial advisor currently at NEW HYDE PARK ASSET MANAGEMENT LLC located in Wheaton, Illinois.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Marc has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 15, Series 3, Series 30 and Series 24 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 Marc Eric Lorin'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 7, 2026 - Present

NEW HYDE PARK ASSET MANAGEMENT LLC

Office #1: 330 S. Naperville Road Suite 206, Wheaton, IL 60187

RIA

CRD#: 329242

WHEATON, IL

Past

September 1, 2008 - August 27, 2014

NEWEDGE USA, LLC

CRD#: 36118

CHICAGO, IL

Past

April 25, 1997 - September 1, 2008

NEWEDGE FINANCIAL INC.

CRD#: 27322

CHICAGO, IL

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

Illinois
(1/7/2026)

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

IAR

Series 65

Date: 1/7/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/15/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/24/1998

General Securities Representative Examination

General Industry/Product Exam

Series 15

Date: 10/31/1994

Foreign Currency Options Examination

General Industry/Product Exam

Series 3

Date: 4/18/1991

National Commodity Futures Examination

Principal/Supervisory Exam

Series 30

Date: 2/22/2019

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 9/27/2012

General Securities Principal Examination

Current Firm

NEW HYDE PARK ASSET MANAGEMENT LLC

CRD#: 329242 / SEC#: 801-129401

RIA

Registered Investment Advisory firm - (5/17/2024 Terminated)

Illinois

Registered Investment Advisory firm - (9/26/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

330 S. Naperville Road Suite 206, Wheaton, IL 60187

Mailing Address

Phone number

(630) 895-8917

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 29,517,234

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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Firm Stability Insights

Marc E. Lorin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Eric Lorin's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE USA, LLC

NEWEDGE FINANCIAL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2026

Series 63

Date: 6/15/2009

Series 7

Date: 1/24/1998

Series 15

Date: 10/31/1994

Series 3

Date: 4/18/1991

Series 30

Date: 2/22/2019

Series 24

Date: 9/27/2012

Current Firm

NEW HYDE PARK ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEW HYDE PARK ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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