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MO

Marc S. Odermatt

COLLAGE VENTURE PARTNERS
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 6547026
MO

Professional summary

Marc Sacha Odermatt is a registered financial professional currently at COLLAGE VENTURE PARTNERS, LLC located in Miami Beach, Florida.

Marc is registered as a RR (Registered Representative) and started their career in finance in 2018. Marc has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marc Sacha Odermatt'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

March 5, 2025 - Present

COLLAGE VENTURE PARTNERS, LLC

Office #1: 929 Alton Road Suite 500, Miami Beach, FL 33139
BD
CRD#: 316063
MIAMI BEACH, FL
Past

August 6, 2018 - July 10, 2020

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

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
(3/20/2025)
RR
Florida
(3/5/2025)
RR
Massachusetts
(3/20/2025)
RR
Nevada
(10/2/2025)
RR
New Jersey
(3/20/2025)
RR
New York
(3/20/2025)
RR
Texas
(3/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/17/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 8/6/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CV
COLLAGE VENTURE PARTNERS, LLC
COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063 / SEC#: , 8-70763

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

Main Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Mailing Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Phone number
(646) 248-5078
Established
Florida since 06/30/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEARSON, JOHN DEXTERPARTNER,
STEFAN, ANTHONYCHIEF COMPLIANCE OFFICER7871985
THORNTON, JOHNCFO AND FINOP6463300

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

COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063Miami Beach, FL 33139

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