Marc J. Rancourt
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marc Joseph Rancourt was a registered financial professional .
Marc is a previously registered financial professional and started their career in finance in 2010. Marc had worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2013 - December 31, 2025
KLARAOS, LLC
December 2, 2010 - January 24, 2013
MORGAN STANLEY
October 29, 2010 - January 24, 2013
MORGAN STANLEY
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
KLARAOS, LLC
CRD#: 115044 / SEC#: 801-69948
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 18,212,486 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
