David G. Mcbride

MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA 30326

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CRD#: 3025522

Professional summary

David Gary Mcbride is a registered financial advisor currently at MARCO INVESTMENT MANAGEMENT LLC located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view David Gary Mcbride'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 6, 2011 - Present

MARCO INVESTMENT MANAGEMENT LLC

Office #1: 1100 Atlanta Financial Center 3353 Peachtree Road, Atlanta, GA 30326

RIA

CRD#: 108170

ATLANTA, GA

Past

July 8, 2009 - January 26, 2011

BIP WEALTH, LLC

RIA

CRD#: 143208

ATLANTA, GA

Past

October 10, 2008 - December 18, 2009

HONORVISE INVESTMENTS, LLC

RIA

CRD#: 147147

ATLANTA, GA

Past

September 27, 2002 - October 1, 2008

EADS & HEALD WEALTH MANAGEMENT

RIA

CRD#: 105524

ATLANTA, GA

Past

May 26, 2000 - June 19, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

October 20, 1999 - March 24, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 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

Georgia
(6/6/2011)

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: 12/6/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1999

General Securities Representative Examination

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

CRD#: 108170 / SEC#: 801-55605

RIA

Registered Investment Advisory firm - (6/8/1998 Approved)

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Contact information

Main Address

1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326

Mailing Address

Phone number

(404) 504-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCO INVESTMENT MANAGEMENT, LLC COMPLETE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	698
AUM (Assets Under Management)	$ 1,726,524,716

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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David G. Mcbride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gary Mcbride's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP WEALTH, LLC

HONORVISE INVESTMENTS, LLC

EADS & HEALD WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MARCO INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/1999

Series 63

Date: 11/19/1999

Series 7

Date: 10/19/1999

Current Firm

MARCO INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARCO INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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