Craig S. Marcello

TURNING POINT FINANCIAL

Covington, LA

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CRD#: 2452005

Professional summary

Craig S Marcello, who also goes by Craig Saleem Marcello, Craig S Marcello, Craig Salem Marcello, is a registered financial advisor currently at TURNING POINT FINANCIAL located in Covington, Louisiana.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 9 firms and has passed the Series 63, Series 66, Series 65, Series 7TO, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Saleem Marcello | Craig S Marcello | Craig Salem Marcello

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.

Board of Directors; Marcello; Craig; Board Member; 16330 Highway 1085, , Covington, LA, 70433; Not Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig S Marcello'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

February 13, 2025 - Present

TURNING POINT FINANCIAL

RIA

CRD#: 301282

Covington, LA

Past

September 18, 2023 - July 10, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Shreveport, LA

Past

September 14, 2023 - July 10, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Shreveport, LA

Past

April 26, 2023 - July 5, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Metairie, LA

Past

April 26, 2023 - July 5, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Metairie, LA

Past

January 20, 2022 - May 4, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

METAIRIE, LA

Past

January 14, 2022 - May 4, 2023

LPL FINANCIAL LLC

CRD#: 6413

METAIRIE, LA

Past

December 6, 2021 - December 8, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

METAIRIE, LA

Past

April 15, 2019 - December 31, 2021

MARCELLO WEALTH ADVISORY LLC

RIA

CRD#: 284499

COVINGTON, LA

Past

August 16, 2016 - December 31, 2018

MARCELLO WEALTH ADVISORY LLC

RIA

CRD#: 284499

CUMMING, GA

Past

February 26, 2013 - June 19, 2015

MORGAN STANLEY

CRD#: 149777

LEXINGTON, KY

Past

February 21, 2013 - June 19, 2015

MORGAN STANLEY

RIA

CRD#: 149777

LEXINGTON, KY

Past

December 22, 2010 - May 16, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MANDEVILLE, LA

Past

August 10, 2010 - May 16, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MANDEVILLE, LA

Past

January 24, 2007 - April 2, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

KINGPORT, TN

Past

November 18, 2003 - April 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

KINGPORT, TN

Past

February 8, 2000 - December 4, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

OKLAHOMA CITY, OK

Past

April 9, 1998 - December 4, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 5, 1995 - April 2, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 20, 1994 - August 5, 1994

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

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".

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 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

Louisiana
(2/13/2025)

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

Series 63

Date: 1/7/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/19/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/20/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/31/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/3/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/13/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/18/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/19/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/19/1999

General Securities Sales Supervisor - Options Module Examination

Current Firm

TURNING POINT FINANCIAL

TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL

CRD#: 301282 / SEC#: 801-116895

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

7210 Corporate Ct. Ste A, Frederick, MD 21703

Mailing Address

Phone number

(301) 846-9336

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- TURNING POINT FINANCIAL (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,659
AUM (Assets Under Management)	$ 383,146,200

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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Advisor Monitoring

Firm Stability Insights

Craig S. Marcello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig S Marcello's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MARCELLO WEALTH ADVISORY LLC

MARCELLO WEALTH ADVISORY LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

Primary Firm SEC Registration

TURNING POINT FINANCIAL

State Registrations and Notice Filings

Exams

Series 63

Date: 1/7/2022

Series 66

Date: 1/19/2007

Series 65

Date: 11/20/1995

Series 7TO

Date: 12/31/2021

SIE

Date: 12/3/2021

Series 3

Date: 3/13/2001

Series 7

Date: 4/18/1994

Series 10

Date: 10/19/1999

Series 9

Date: 10/19/1999

Current Firm

TURNING POINT FINANCIAL

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURNING POINT FINANCIAL

TRUST BUT VERIFY

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