Steven E. Marcus
Professional Summary
Steven E. Marcus is a registered financial advisor currently at GLOBAL TRUST located in West Palm Beach, Florida. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC
Contact Information
Main Address
11300 U.s. Highway 1 Suite 600, Palm Beach Gardens, FL 33408Phone Number
(561) 472-0191# of Employees
12SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
799AUM (Assets Under Management)
$450,243,060Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/04/2026 | Cover Page | Report |
| 12/08/2025 | Cover Page | Report |
| 03/14/2025 | Cover Page | Report |
| 12/06/2023 | Cover Page | Report |
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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.
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J.P. MORGAN SECURITIES LLC
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Primary Firm SEC Registration
GLOBAL TRUST | GLOBAL TRUST ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(4/5/2017)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven E. Marcus's CRS (Customer Relationship Summary).
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