Marcia K. Pistner
Professional summary
Marcia Kathleen Pistner, who also goes by Marcia Kathleen Kress, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Watertown, New York and FIRST COMMAND BROKERAGE SERVICES, INC. located in Watertown, New York.
Marcia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Marcia has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcia Kathleen Pistner's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2025 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 215 Washington St Ste 100, Watertown, NY 13601November 11, 2024 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 215 Washington St. Suite 214, Watertown, NY 13601March 19, 2002 - December 16, 2004
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2025)
(2/27/2025)
(2/27/2025)
(10/16/2025)
Exams
Series 6TO
Date: 11/11/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
Red Flags
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Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Watertown, NY 13601TRUST BUT VERIFY
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