Marcus J. Sitrin
Professional summary
Marcus Jay Sitrin, who also goes by Marcus Sitrin, is a registered financial advisor currently at SITRIN CAPITAL MANAGEMENT, LLC located in Century City, California.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Marcus has worked at 6 firms and has passed the Series 65, Series 63, Series 3, PC, Series 000 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Jay Sitrin's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2016 - Present
SITRIN CAPITAL MANAGEMENT, LLC
Office #1: 2029 Century Park East Suite 400, Century City, CA 90067February 17, 2012 - February 29, 2016
SITRIN CAPITAL MANAGEMENT LLC
July 8, 1997 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 18, 1978 - February 20, 1979
LOEB PARTNERS
May 12, 1977 - January 18, 1978
LOEB RHOADES & CO. INC.
December 26, 1972 - May 11, 1977
DEAN WITTER & CO. INCORPORATED
December 11, 1972 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SITRIN CAPITAL MANAGEMENT, LLC
CRD#: 282436 / SEC#: 801-107216
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2016)
Exams
PC
Date: 5/2/1977
AMEX Put and Call ExamSeries 000
Date: 12/11/1972
General Securities Principal ExaminationSeries 1
Date: 12/11/1972
Registered Representative ExaminationCurrent Firm
SITRIN CAPITAL MANAGEMENT, LLC
CRD#: 282436 / SEC#: 801-107216
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 626 |
| AUM (Assets Under Management) | $ 351,082,807 |
Red Flags
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