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MH

Marcelo A. Herz

BULL MARKET SECURITIES
Miami, FL 33130
Some features on this profile are disabled
CRD#: 4839744
MH

Professional summary

Marcelo Alejandro Herz is a registered financial professional currently at BULL MARKET SECURITIES, INC. located in Miami, Florida.

Marcelo is registered as a RR (Registered Representative) and started their career in finance in 2004. Marcelo has worked at 9 firms and has passed the Series 63, SIE, Series 87 and Series 7 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 Marcelo Alejandro Herz'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

December 1, 2025 - Present

BULL MARKET SECURITIES, INC.

Office #1: 175 Sw 7th Street Suite 1616, Miami, FL 33130
BD
CRD#: 282480
Miami, FL
Past

May 23, 2019 - January 28, 2022

INVEX ADVISORS LLC

RIA
CRD#: 164519
CORAL GABLES, FL
Past

April 11, 2018 - January 28, 2022

INVEX, LLC.

BD
CRD#: 30032
CORAL GABLES, FL
Past

February 2, 2017 - June 9, 2017

ARCA CAPITAL INVESTMENTS, INC.

BD
CRD#: 109819
MIAMI, FL
Past

August 31, 2012 - April 20, 2015

OPPENHEIMER & CO. INC.

BD
CRD#: 249
MIAMI, FL
Past

November 15, 2010 - August 30, 2011

VECTORGLOBAL WMG

BD
CRD#: 32396
MIAMI, FL
Past

October 10, 2008 - March 11, 2009

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
NEW YORK, NY
Past

April 17, 2006 - June 11, 2007

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

November 2, 2004 - April 27, 2006

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings

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

RR
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

RR
Florida
(12/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/2/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 1/18/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 11/1/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BM
BULL MARKET SECURITIES, INC.
BULL MARKET SECURITIES, INC.

CRD#: 282480 / SEC#: , 8-69718

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

Main Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Mailing Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Phone number
(561) 757-2322
Established
Florida since 10/20/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GOLDON COMPANY TRADE SAOWNER
COLOMBO, DOUGLASFINOP, CFO, PFO1858351
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
MARRA, LAUTARO DAVIDCHIEF EXECUTIVE OFFICER6510408
MARRA, LAUTARO DAVIDPRINCIPAL OPERATIONS OFFICER6510408

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

BULL MARKET SECURITIES, INC.

CRD#: 282480Miami, FL 33130

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