Marc E. Macaluso
Professional summary
Marc Edward Macaluso, who also goes by Mark Edward Macaluso, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Denver, Colorado and BANKERS LIFE SECURITIES, INC. located in Denver, Colorado.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Marc has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Edward Macaluso's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2017 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3401 Quebec Street Ste 6500, Denver, CO 80207May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3401 Quebec Street Ste 6500, Denver, CO 80207August 19, 2016 - September 7, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
May 2, 2011 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/22/2022)
(7/22/2025)
(5/26/2016)
(5/26/2016)
(9/15/2017)
(8/5/2021)
(2/2/2021)
(9/20/2021)
(5/26/2016)
(10/21/2021)
(5/26/2016)
Exams
Series 7TO
Date: 5/28/2020
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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