Douglas J. Marcello

CORE WEALTH MANAGEMENT

Jupiter, FL 33458

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CRD#: 6281265

Professional summary

Douglas James Marcello is a registered financial advisor currently at CORE WEALTH MANAGEMENT, INC. located in Jupiter, Florida.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Douglas has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Limestone Creek Elementary School SAC Jupiter, FL Start date: 4/1/2020 Board Member Hours per week: 0 Hours during trading: 0 This group is made up of parents, community leaders faculty members and local business partners. Members of SAC help to determine the school's future goals and policies and develop ideas for ways in which the school can grow and best serve the student.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas James Marcello's CRS (Customer Relationship Summary).

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

February 15, 2024 - Present

CORE WEALTH MANAGEMENT, INC.

Office #1: 4600 Military Trail Suite 215, Jupiter, FL 33458

RIA

CRD#: 162870

Jupiter, FL

Past

April 29, 2014 - February 6, 2024

EDWARD JONES

RIA

CRD#: 250

JUPITER, FL

Past

February 10, 2014 - February 6, 2024

EDWARD JONES

CRD#: 250

JUPITER, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - (9/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/15/2024)

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

State Security Law Exam

IAR

Series 66

Date: 2/28/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2014

General Securities Representative Examination

Current Firm

CORE WEALTH MANAGEMENT, INC.

CRD#: 162870 / SEC#: 801-113827

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

Florida

Registered Investment Advisory firm - (9/26/2018 Terminated)

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Contact information

Main Address

4600 Military Trail Suite 215, Jupiter, FL 33458

Mailing Address

Phone number

(561) 491-0231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	939
AUM (Assets Under Management)	$ 345,478,379

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.

Contact information

(xxx) xxx-xxxx

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Douglas J. Marcello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas James Marcello's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORE WEALTH MANAGEMENT, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CORE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2014

Current Firm

CORE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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