Marissa C. Tojong

GLOBAL VIEW CAPITAL MANAGEMENT LLC

TUALATIN, OR

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CRD#: 2306956

Professional summary

Marissa C Tojong, who also goes by Marissa Castro, Maruz Castro, Marissa Castro Tojong, Marissa Castro Tojongo, is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Tualatin, Oregon.

Marissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Marissa has worked at 8 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marissa Castro | Maruz Castro | Marissa Castro Tojong | Marissa Castro Tojongo

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.

[1] MARISSA TOJONG, LANDLORD; NOT INVESTMENT RELATED; ADDRESS: 5880 SW PORT ORFORD, TALATIN, OR 97062; NATURE: REAL ESTATE: POSITION: OWNER, LANDLORD: STARTED: 2007; APPROX. ZERO HRS/MO DURING TRADING HRS; APPROX. 1 HR/MP OUTSIDE TRADING HRS; RESPONSIBILITIES: COLLECT RENT AND MAINTENANCE OF PROPERTY AS NEEDED. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: JUNE 2025; APPROX. 80 HRS/MONTH DURING TRADING HOURS; APPROX. 40 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC (GVCA), AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC (GVCM); YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: JUNE 2025; APPROX. 20 ADVISORY HRS/MONTH; APPROX. 20 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC (GVCI) INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. MS. TOJONG IS NOT AFFILIATED WITH GVCI AS AN INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marissa C Tojong's CRS (Customer Relationship Summary).

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

June 24, 2025 - Present

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA

CRD#: 158292

TUALATIN, OR

Past

December 9, 2022 - December 31, 2024

TRENDLINE WEALTH MANAGEMENT CORPORATION

RIA

CRD#: 323557

TUALATIN, OR

Past

May 3, 2016 - March 19, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

Lake Oswego, OR

Past

May 26, 2004 - March 14, 2005

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

PORTLAND, OR

Past

March 25, 2004 - March 14, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

February 11, 2004 - March 18, 2004

WADDELL & REED

RIA

CRD#: 866

BEAVERTON, OR

Past

June 2, 2003 - March 18, 2004

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

December 16, 1993 - August 23, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 4, 1993 - December 7, 1993

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

April 14, 1993 - August 19, 1993

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLOBAL VIEW CAPITAL MANAGEMENT LLC

GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD#: 158292 / SEC#: 801-72887

RIA

Registered Investment Advisory firm - (12/8/2011 Approved)

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

Oregon
(6/24/2025)

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: 2/12/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/15/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2016

General Securities Representative Examination

Current Firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC

CRD#: 158292 / SEC#: 801-72887

RIA

Registered Investment Advisory firm - (12/8/2011 Approved)

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Contact information

Main Address

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Mailing Address

Phone number

(262) 650-1030

Established

Firm type

Fiscal year end

# of Employees

102

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL VIEW CAPITAL MANAGEMENT PERSONALIZED ASSET MANAGEMENT WRAP FEE BROCHURE (3/13/2025)

GLOBAL VIEW CAPITAL MANAGEMENT DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	7,570
AUM (Assets Under Management)	$ 707,976,833

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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Marissa C. Tojong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marissa C Tojong's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRENDLINE WEALTH MANAGEMENT CORPORATION

PRUCO SECURITIES, LLC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

WADDELL & REED

WADDELL & REED

CITIGROUP GLOBAL MARKETS INC.

H.J. MEYERS & CO., INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

GLOBAL VIEW CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2022

Series 63

Date: 6/14/2016

Series 66

Date: 8/15/2003

SIE

Date: 10/1/2018

Series 7

Date: 5/3/2016

Current Firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL VIEW CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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