Marc D. Reiter

WISDOMTREE SECURITIES

New York, NY 10119

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CRD#: 2772178

Professional summary

Marc David Reiter, who also goes by Marc Reiter, is a registered financial professional currently at WISDOMTREE SECURITIES, INC. located in New York, New York.

Marc is registered as a RR (Registered Representative) and started their career in finance in 1996. Marc has worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marc Reiter

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) - BD

Click below to view Marc David Reiter'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

October 13, 2025 - Present

WISDOMTREE SECURITIES, INC.

Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119Office #2: 250 West 34th Street 3rd Floor, New York, NY 10119

CRD#: 317624

New York, NY

Past

June 6, 2022 - October 2, 2025

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

November 5, 2020 - July 7, 2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

CRD#: 27884

Stamford, CT

Past

November 5, 2020 - July 7, 2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

Stamford, CT

Past

October 27, 2020 - July 7, 2021

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

Stamford, CT

Past

December 1, 2005 - March 24, 2022

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

STAMFORD, CT

Past

April 11, 2005 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 30, 2003 - April 1, 2005

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

April 16, 2002 - July 22, 2002

JACKSON SECURITIES LLC

CRD#: 19897

ATLANTA, GA

Past

January 29, 2002 - April 3, 2002

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

May 7, 1998 - December 22, 2000

ALL-TECH DIRECT, INC.

CRD#: 13992

MONTVALE, NJ

Past

May 13, 1997 - February 4, 1998

ALL-TECH DIRECT, INC.

CRD#: 13992

MONTVALE, NJ

Past

November 14, 1996 - February 21, 1997

ROYCE INVESTMENT GROUP, INC.

CRD#: 10494

WOODBURY, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(10/13/2025)

New York
(10/13/2025)

Exams

State Security Law Exam

Series 63

Date: 7/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 11/20/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/13/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

CRD#: 317624 / SEC#: , 8-70847

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

250 West 34th Street 3rd Floor, New York, NY 10119

Mailing Address

250 West 34th Street 3rd Floor, New York, NY 10119

Phone number

(212) 801-2080

Established

Delaware since 10/14/2021

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WISDOMTREE, INC.	SOLE SHAREHOLDER
BRANT, DAVID ROBERT	FINOP, POO AND PFO	2718478
HANNON, MAREDITH ANN	VICE PRESIDENT	5944239
IBSCH, DEREK ANTHONY	CCO AND SECRETARY	2895585
LILIEN, ROBERT JARRETT	DIRECTOR, PRESIDENT AND EXECUTIVE REPRESENTIVE	1337819
ZIEMBA, PETER M	DIRECTOR

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

Marc D. Reiter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marc David Reiter's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

UBS SECURITIES LLC

JACKSON SECURITIES LLC

CENTAURUS FINANCIAL, INC.

ALL-TECH DIRECT, INC.

ALL-TECH DIRECT, INC.

ROYCE INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/3/1996

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 11/20/2004

Series 7

Date: 11/13/1996

Series 24

Date: 12/20/2003

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

WISDOMTREE SECURITIES, INC.

TRUST BUT VERIFY

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