Marcela C. Hallman

JEFFERIES INVESTMENT ADVISERS

Plantation, FL

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CRD#: 4706115

Professional summary

Marcela Cadavid Hallman, who also goes by Marcela Hallman, is a registered financial advisor currently at JEFFERIES INVESTMENT ADVISERS LLC located in Plantation, Florida and JEFFERIES LLC located in Miami, Florida.

Marcela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Marcela has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marcela Hallman

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) - RIA

Click below to view Marcela Cadavid Hallman'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

May 30, 2024 - Present

JEFFERIES INVESTMENT ADVISERS LLC

RIA

CRD#: 325421

Plantation, FL

Current

May 28, 2024 - Present

JEFFERIES LLC

Office #1: 1450 Brickell Avenue Suite 1650, Miami, FL 33131

CRD#: 2347

Miami, FL

Past

September 1, 2023 - March 1, 2024

BRADESCO GLOBAL ADVISORS

RIA

CRD#: 134416

CORAL GABLES, FL

Past

August 3, 2015 - March 1, 2024

BRADESCO INVESTMENTS INC.

CRD#: 19453

CORAL GABLES, FL

Past

August 9, 2013 - December 31, 2013

TCT SECURITIES & DERIVATIVES, LLC

CRD#: 149679

MIAMI, FL

Past

June 7, 2010 - August 29, 2011

SOUZA BARROS SECURITIES, INC

CRD#: 149032

MIAMI, FL

Past

July 9, 2009 - March 16, 2010

DIRECT ACCESS PARTNERS LLC

CRD#: 120950

NEW YORK, NY

Past

February 5, 2008 - February 5, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

October 16, 2007 - February 5, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

September 1, 2004 - October 1, 2007

DOMINICK & DICKERMAN LLC

CRD#: 7344

MIAMI, FL

Past

January 12, 2004 - September 2, 2004

FIRST SECURITY INVESTMENTS, INC.

CRD#: 24035

KINGSTON, PA

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".

JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA

Registered Investment Advisory firm - (4/20/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/28/2024)

IAR

Alabama
(9/18/2025)

Alaska
(5/28/2024)

IAR

Alaska
(9/23/2025)

Arizona
(5/28/2024)

IAR

Arizona
(10/7/2025)

Arkansas
(5/28/2024)

IAR

Arkansas
(10/1/2025)

California
(5/28/2024)

IAR

California
(9/18/2025)

Colorado
(5/28/2024)

IAR

Colorado
(9/19/2025)

Connecticut
(5/28/2024)

IAR

Connecticut
(9/19/2025)

Delaware
(5/28/2024)

IAR

Delaware
(9/19/2025)

District of Columbia
(5/28/2024)

IAR

District of Columbia
(11/10/2025)

Florida
(5/28/2024)

IAR

Florida
(5/30/2024)

Georgia
(5/28/2024)

IAR

Georgia
(9/19/2025)

Hawaii
(5/28/2024)

IAR

Hawaii
(9/19/2025)

Idaho
(5/28/2024)

IAR

Idaho
(9/18/2025)

Illinois
(5/28/2024)

IAR

Illinois
(9/19/2025)

Indiana
(5/28/2024)

IAR

Indiana
(9/19/2025)

Iowa
(5/28/2024)

IAR

Iowa
(9/19/2025)

Kansas
(5/28/2024)

IAR

Kansas
(9/18/2025)

Kentucky
(5/28/2024)

IAR

Kentucky
(9/23/2025)

Louisiana
(5/28/2024)

IAR

Louisiana
(9/18/2025)

Maine
(5/28/2024)

IAR

Maine
(9/19/2025)

Maryland
(5/28/2024)

IAR

Maryland
(9/19/2025)

Massachusetts
(5/28/2024)

IAR

Massachusetts
(11/13/2025)

Michigan
(5/28/2024)

IAR

Michigan
(9/22/2025)

Minnesota
(5/28/2024)

IAR

Minnesota
(9/23/2025)

Mississippi
(5/28/2024)

IAR

Mississippi
(9/22/2025)

Missouri
(5/28/2024)

IAR

Missouri
(9/18/2025)

Montana
(5/28/2024)

IAR

Montana
(9/23/2025)

Nebraska
(5/28/2024)

IAR

Nebraska
(9/18/2025)

Nevada
(5/28/2024)

IAR

Nevada
(9/19/2025)

New Hampshire
(5/28/2024)

IAR

New Hampshire
(9/19/2025)

New Jersey
(5/28/2024)

IAR

New Jersey
(9/18/2025)

New Mexico
(5/28/2024)

IAR

New Mexico
(9/19/2025)

New York
(5/28/2024)

IAR

New York
(9/18/2025)

North Carolina
(5/29/2024)

IAR

North Carolina
(9/18/2025)

North Dakota
(5/28/2024)

IAR

North Dakota
(9/22/2025)

Ohio
(5/29/2024)

IAR

Ohio
(9/18/2025)

Oklahoma
(5/28/2024)

IAR

Oklahoma
(9/22/2025)

Oregon
(5/28/2024)

IAR

Oregon
(10/22/2025)

Pennsylvania
(5/28/2024)

IAR

Pennsylvania
(9/19/2025)

Puerto Rico
(5/28/2024)

IAR

Puerto Rico
(10/17/2025)

Rhode Island
(5/28/2024)

IAR

Rhode Island
(9/19/2025)

South Carolina
(5/28/2024)

IAR

South Carolina
(9/23/2025)

South Dakota
(5/28/2024)

IAR

South Dakota
(9/19/2025)

Tennessee
(2/24/2026)

Texas
(5/28/2024)

IAR

Texas
(9/19/2025)

Utah
(5/28/2024)

IAR

Utah
(9/22/2025)

Vermont
(5/28/2024)

IAR

Vermont
(9/18/2025)

Virgin Islands
(5/28/2024)

IAR

Virgin Islands
(9/19/2025)

Virginia
(5/28/2024)

IAR

Virginia
(9/19/2025)

Washington
(5/28/2024)

IAR

Washington
(9/18/2025)

West Virginia
(5/28/2024)

IAR

West Virginia
(9/22/2025)

Wisconsin
(5/28/2024)

IAR

Wisconsin
(9/23/2025)

Wyoming
(5/28/2024)

IAR

Wyoming
(9/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2023

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2004

General Securities Representative Examination

SRO Registrations

24X National Exchange LLC

SRO Registrations

BOX Exchange LLC

SRO Registrations

Cboe BYX Exchange, Inc.

SRO Registrations

Cboe BZX Exchange, Inc.

SRO Registrations

Cboe C2 Exchange, Inc.

SRO Registrations

Cboe EDGA Exchange, Inc.

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

Cboe Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

Investors' Exchange LLC

SRO Registrations

Long-Term Stock Exchange, Inc.

SRO Registrations

MEMX LLC

SRO Registrations

MIAX Emerald, LLC

SRO Registrations

MIAX PEARL, LLC

SRO Registrations

MIAX Sapphire

SRO Registrations

Miami International Securities Exchange, LLC

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

NYSE National, Inc.

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq GEMX, LLC

SRO Registrations

Nasdaq ISE, LLC

SRO Registrations

Nasdaq MRX, LLC

SRO Registrations

Nasdaq PHLX LLC

SRO Registrations

Nasdaq Stock Market

SRO Registrations

Nasdaq Texas, LLC

SRO Registrations

New York Stock Exchange

Current Firm

JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA

Registered Investment Advisory firm - (4/20/2023 Approved)

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Contact information

Main Address

520 Madison Avenue, New York, NY 10022

Mailing Address

Phone number

(212) 284-2300

Established

Firm type

Fiscal year end

# of Employees

135

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JEFFERIES INVESTMENT ADVISERS LLC - WRAP FEE BROCHURE (2/27/2025)

JEFFERIES INVESTMENT ADVISERS LLC - 2025 FINANCIAL PLANNING SERVICES BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	2,081
AUM (Assets Under Management)	$ 3,402,872,417

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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marcela C. Hallman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcela Cadavid Hallman's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEFFERIES INVESTMENT ADVISERS LLC

JEFFERIES LLC

BRADESCO GLOBAL ADVISORS

BRADESCO INVESTMENTS INC.

TCT SECURITIES & DERIVATIVES, LLC

SOUZA BARROS SECURITIES, INC

DIRECT ACCESS PARTNERS LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

DOMINICK & DICKERMAN LLC

FIRST SECURITY INVESTMENTS, INC.

Primary Firm SEC Registration

JEFFERIES INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2004

24X National Exchange LLC

BOX Exchange LLC

Cboe BYX Exchange, Inc.

Cboe BZX Exchange, Inc.

Cboe C2 Exchange, Inc.

Cboe EDGA Exchange, Inc.

Cboe EDGX Exchange, Inc.

Cboe Exchange, Inc.

FINRA

Investors' Exchange LLC

Long-Term Stock Exchange, Inc.

MEMX LLC

MIAX Emerald, LLC

MIAX PEARL, LLC

MIAX Sapphire

Miami International Securities Exchange, LLC

NYSE American LLC

NYSE Arca, Inc.

NYSE National, Inc.

NYSE Texas, Inc.

Nasdaq GEMX, LLC

Nasdaq ISE, LLC

Nasdaq MRX, LLC

Nasdaq PHLX LLC

Nasdaq Stock Market

Nasdaq Texas, LLC

New York Stock Exchange

Current Firm

JEFFERIES INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JEFFERIES INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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