Marcel M. Miu
Professional summary
Marcel Mario Miu, CFP®, who also goes by Marcel Miu, is a registered financial advisor currently at SIMPLIFY WEALTH PLANNING LLC located in Austin, Texas and CORE PLANNING located in Austin, Texas.
Marcel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Marcel has worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcel Mario Miu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
May 24, 2023 - Present
SIMPLIFY WEALTH PLANNING LLC
May 29, 2026 - Present
CORE PLANNING
August 20, 2015 - April 10, 2023
COHEN & STEERS SECURITIES, LLC
November 4, 2014 - July 23, 2015
JPMORGAN DISTRIBUTION SERVICES, INC.
March 2, 2011 - November 5, 2012
JPMORGAN DISTRIBUTION SERVICES, INC.
Primary Firm SEC Registration
CORE PLANNING
CRD#: 154660 / SEC#: 801-131950
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2023)
Exams
Current Firm
CORE PLANNING
CRD#: 154660 / SEC#: 801-131950
Contact information
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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