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Timothy J. Marchesi

DEMARCHE
Merriam, KS 66204-1497
Some features on this profile are disabled
CRD#: 3241095
TM

Professional summary

Timothy John Marchesi is a registered financial advisor currently at DEMARCHE located in Merriam, Kansas and DEMARCHE located in Overland Park, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Timothy has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

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.
Mr. Timothy Marchesi is a co-trustee of The Robert F. Marchesi Family Trust ("the Trust"). The Trust has interests in three investment-related entities: DeMarche Associates (CRD 105500), Discretionary Management Services (CRD 145851), and Kansas City Brokerage (CRD 32383). Mr. Marchesi is a co-trustee of these three firms. Kansas City Brokerage is in the process of dissolution and applied with FINRA for brokerage withdrawal on 10/08/2019. Further, Mr. Marchesi is a direct owner of ENDEX Capital Management (CRD 109541).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Marchesi's 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

March 12, 2002 - Present

DEMARCHE

Office #1: 6700 Antioch Road Suite 420, Merriam, KS 66204-1497
RIA
CRD#: 105500
Merriam, KS
Current

October 25, 2018 - Present

DEMARCHE

Office #1: 10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
RIA
CRD#: 145851
Overland Park, KS
Past

March 11, 2002 - December 31, 2022

ENDEX CAPITAL MANAGMENT LLC

RIA
CRD#: 109541
Merriam, KS
Past

January 3, 2002 - October 7, 2019

KANSAS CITY BROKERAGE. INC

BD
CRD#: 32383
OVERLAND PARK, KS
Past

October 7, 1999 - January 18, 2002

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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".
DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 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
Kansas
(3/12/2002)

Exams

State Security Law Exam
RR
Series 63
Date: 11/1/1999
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 7
Date: 1/24/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/6/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/22/2002
General Securities Principal Examination

Current Firm

DE
DEMARCHE
DEMARCHE | DMS | DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD#: 145851 / SEC#: 801-68693

RIA
Registered Investment Advisory firm - (1/29/2008 Approved)
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Contact information

Main Address
10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564
Mailing Address
Phone number
(913) 981-1345
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (1 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

ADV PART II DMS MARCH 27 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 185,292,808

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

DEMARCHE

CRD#: 145851Merriam, KS 66204-1497

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