Mariellen J. Schackart
Professional summary
Mariellen June Schackart, who also goes by Mariellen June Schackart, Mariellen J Schackart, is a registered financial professional currently at CBRE CAPITAL ADVISORS, INC. located in Dallas, Texas.
Mariellen is registered as a RR (Registered Representative) and started their career in finance in 2000. Mariellen has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mariellen June Schackart's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2026 - Present
CBRE CAPITAL ADVISORS, INC.
Office #1: 2121 N. Pearl Street Suite 300, Dallas, TX 75201May 4, 2018 - January 23, 2026
BMO CAPITAL MARKETS CORP.
September 9, 2013 - April 13, 2017
J.P. MORGAN SECURITIES LLC
May 6, 2005 - May 17, 2013
CITIGROUP GLOBAL MARKETS INC.
April 19, 2005 - May 17, 2013
CITIGROUP GLOBAL MARKETS INC.
February 25, 2002 - April 29, 2005
CITICORP INVESTMENT SERVICES
December 22, 2000 - April 29, 2005
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/7/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CBRE CAPITAL ADVISORS, INC.
CRD#: 140565 / SEC#: , 8-67319
Contact information
FINRA licenses (26 States and Territories)
Documents
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
CBRE CAPITAL ADVISORS, INC.
CRD#: 140565Dallas, TX 75201TRUST BUT VERIFY
Monitor Mariellen Schackart
Get automatic monthly alerts on:
