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MC

Marc A. Click

SAN BLAS SECURITIES LLC
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 2836214
MC

Professional summary

Marc Angelo Click, who also goes by Marc A. Click, is a registered financial professional currently at SAN BLAS SECURITIES LLC located in Chicago, Illinois.

Marc is registered as a RR (Registered Representative) and started their career in finance in 2001. Marc has worked at 17 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marc A. Click

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 Angelo Click'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

July 9, 2025 - Present

SAN BLAS SECURITIES LLC

Office #1: 233 S Wacker Dr Suite 4400, Chicago, IL 60606
BD
CRD#: 290605
CHICAGO, IL
Past

December 12, 2023 - September 10, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOUISVILLE, KY
Past

March 27, 2023 - October 17, 2023

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
LOUISVILLE, KY
Past

March 16, 2022 - January 30, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
LOUISVILLE, KY
Past

September 7, 2018 - April 20, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
LOUISVILLE, KY
Past

May 3, 2018 - September 5, 2018

ELE WEALTH SOLUTIONS, INC.

BD
CRD#: 38931
SOUTHFIELD, MI
Past

August 24, 2016 - December 20, 2017

CFD INVESTMENTS, INC.

BD
CRD#: 25427
Louisville, KY
Past

June 26, 2015 - August 8, 2016

IFS SECURITIES

BD
CRD#: 40375
Louisville, KY
Past

November 25, 2014 - June 17, 2015

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

BD
CRD#: 8478
Louisville, KY
Past

August 26, 2013 - December 1, 2014

GIRARD SECURITIES, INC.

BD
CRD#: 18697
LOUISVILLE, KY
Past

July 8, 2009 - September 4, 2013

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
LOUISVILLE, KY
Past

February 27, 2008 - February 11, 2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
LOUISVILLE, KY
Past

April 18, 2006 - March 27, 2008

FFP SECURITIES, INC.

BD
CRD#: 16337
LOUISVILLE, KY
Past

February 8, 2006 - May 2, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
LOUISVILLE, KY
Past

February 8, 2006 - May 2, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LOUISVILLE, KY
Past

December 8, 2004 - February 3, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 4, 2004 - November 2, 2004

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

October 28, 2003 - March 8, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

April 16, 2001 - October 2, 2003

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

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

RR
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

RR
Kentucky
(7/9/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/8/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/12/2001
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SB
SAN BLAS SECURITIES LLC
IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC

CRD#: 290605 / SEC#: , 8-70036

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
233 S Wacker Dr Suite 4400, Chicago, IL 60606
Mailing Address
3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184
Phone number
(773) 661-4448
Established
Delaware since 04/13/2017
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IFS GROUP, INCDIRECT OWNER
CARTER, ANA ROUMENOVAFINOP4424794
PADILLA, DANIEL JRCCO3123672
PADILLA, DANIEL JRCEO3123672

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

SAN BLAS SECURITIES LLC

CRD#: 290605Chicago, IL 60606

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