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RM

Robert F. Marchesi

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CRD#: 2346628
RM

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.

Robert Frank Marchesi, who also goes by Bob Marchesi, Robert Frank Trust, Marchesi, was a registered financial advisor .

Robert is a previously registered financial advisor and started their career in finance in 1994. Robert had worked at 2 firms .

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Marchesi | Robert Frank Trust, Marchesi

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 8, 1997 - May 15, 2015

ENDEX CAPITAL MANAGMENT LLC

RIA
CRD#: 109541
OVERLAND PARK, KS
Past

December 6, 1994 - May 15, 2015

DEMARCHE

RIA
CRD#: 105500
OVERLAND PARK, KS

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


Current Firm


EC
ENDEX CAPITAL MANAGMENT LLC
ENDEX | ENDEX CAPITAL MANAGMENT LLC

CRD#: 109541 / SEC#: 801-54632

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Contact information


Main Address
6700 Antioch Road Suite 420, Merriam, KS 66204-1497
Mailing Address
Phone number
(913) 384-2720
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Part 2 Brochures

ADV PART IIA ENDEX MARCH 7, 2022 (3/7/2022)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 184,451

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


ENDEX CAPITAL MANAGMENT LLC

CRD#: 109541

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