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JT

John H. Tonelli

MARCO POLO SECURITIES
NEW YORK, NY 10020
CRD#: 4207375
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JT
John Hy TonelliMARCO POLO SECURITIES

Professional summary


John Hy Tonelli is a registered financial professional currently at MARCO POLO SECURITIES LLC located in New York, New York.

John is registered as a RR (Registered Representative) and started their career in finance in 2000. John has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 79, Series 7, Series 10 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view John Hy Tonelli'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 25, 2026 - Present

MARCO POLO SECURITIES LLC

Office #1: 1230 Avenue Of Am 16th Floor, New York, NY 10020
BD
CRD#: 46561
NEW YORK, NY
Past

June 16, 2015 - June 12, 2026

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 23, 2011 - February 12, 2016

ADVANCED GLOBAL SECURITES CORP.

BD
CRD#: 36095
HUDSON, NY
Past

October 1, 2008 - September 11, 2009

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 2, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

January 6, 2004 - December 31, 2004

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEW YORK, NY
Past

December 11, 2003 - June 2, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

October 5, 2000 - May 25, 2004

IVP CAPITAL, LLC

BD
CRD#: 104197
WATER MILL, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/18/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MP
MARCO POLO SECURITIES LLC
DEVINE SECURITIES INC. | MARCO POLO SECURITIES LLC | MARCO POLO SECURITIES INC. | INVESTABLE OCEANS

CRD#: 46561 / SEC#: , 8-51480

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


Main Address
1230 Avenue Of Am 16th Floor, New York, NY 10020
Mailing Address
1230 Avenue Am 16th Floor, New York, NY 10020
Phone number
(347) 773-4959
Established
Delaware since 12/31/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MARCO POLO EXCHANGE INCOWNER
CARLSON, STEVEN JACKCHIEF EXECUTIVE OFFICER2026011
EBERSTADT, OLIVER ROBERTCCO1808170
MACK, ALEXANDER HERBERTFINOP4805607

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARCO POLO SECURITIES LLC

CRD#: 46561New York, NY 10020

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