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MS

Marco A. Simmons

FTI CAPITAL ADVISORS
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5967880
MS

Professional summary


Marco Agnello Simmons, who also goes by Marco A Simmons, is a registered financial professional currently at FTI CAPITAL ADVISORS, LLC located in Los Angeles, California.

Marco is registered as a RR (Registered Representative) and started their career in finance in 2011. Marco has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marco A Simmons

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 Marco Agnello Simmons's 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

June 24, 2022 - Present

FTI CAPITAL ADVISORS, LLC

Office #1: 1840 Century Park East Suite 400, Los Angeles, CA 90067
BD
CRD#: 123434
Los Angeles, CA
Past

March 2, 2012 - July 10, 2014

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

September 27, 2011 - March 1, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
LATHAM, NY
Past

August 19, 2011 - March 1, 2012

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
LATHAM, 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
California
(7/1/2022)
RR
Colorado
(6/24/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/1/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/15/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/24/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FTI CAPITAL ADVISORS, LLC
FTI CAPITAL ADVISORS, LLC | FTI MERGER & ACQUISITION ADVISORS, LLC

CRD#: 123434 / SEC#: , 8-65587

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


Main Address
555 12th Street, Nw 7th Floor, Washington, DC 20004
Mailing Address
555 12th Street, Nw 7th Floor, Washington, DC 20004
Phone number
+1 (202) 674-0821
Established
Maryland since 07/22/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FTI CONSULTING, INC.OWNER
BOGUSHEFSKY, JEFFREY CHARLESVICE PRESIDENT & FINOP5411106
CRITTENDEN, JOHN CHEROKEE IIICCO / COO1274733
EATON, CHARLES WALTER IIIDEPUTY FINOP7906108
ROSENTHALL, MICHAEL JAMESSECRETARY6933951
TOBIAS, GLENN RICHARDCEO5990465

Disclosures


Regulatory Event1

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


FTI CAPITAL ADVISORS, LLC

CRD#: 123434Los Angeles, CA 90067

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