AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LM

Louis C. Marchione

Some features on this profile are disabled
CRD#: 2202809
LM

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.

Louis Conrad Marchione JR was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1992. Louis had worked at 7 firms and has passed the Series 63, Series 55 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

October 13, 2000 - October 9, 2003

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

October 27, 1998 - September 27, 2000

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

June 27, 1997 - September 18, 1998

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

February 11, 1995 - June 26, 1997

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

November 4, 1994 - November 28, 1994

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
NEW YORK, NY
Past

June 24, 1992 - November 1, 1994

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
NEW YORK, NY
Past

March 9, 1992 - June 22, 1992

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
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


State Security Law Exam
RR
Series 63
Date: 3/13/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 12/27/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


WL
WORLDCO, L.L.C.
BIRK HOLLAND & CO., INC. | WORLDCO, L.L.C.

CRD#: 24673 / SEC#: , 8-41285

BD
Terminated by SEC on 03/05/2004
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/10/1995
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERFORD HOLDINGS, L.L.C.SHAREHOLDER
CURRAN, JAMES EDWARDFINANCIAL & OPERATIONAL PRINCIPAL2870558
ELLIS, MARC ANDREWDIRECTOR OF COMPLIANCE2162526
MILLER, JOHN GERARDCEO1975249

Disclosures


Regulatory Event7

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


WORLDCO, L.L.C.

CRD#: 24673

TRUST BUT VERIFY

Monitor Louis Marchione

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics