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MH

Marc Honig

WALLACHBETH CAPITAL LLC
JERSEY CITY, NJ 07311
Some features on this profile are disabled
CRD#: 6818813
MH

Professional summary


Marc Honig, who also goes by Marc Lewis Honig, is a registered financial professional currently at WALLACHBETH CAPITAL LLC located in Jersey City, New Jersey.

Marc is registered as a RR (Registered Representative) and started their career in finance in 2018. Marc has worked at 5 firms and has passed the Series 63, Series 99TO, Series 3, Series 57TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Lewis Honig

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 Honig'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

November 1, 2021 - Present

WALLACHBETH CAPITAL LLC

Office #1: Harborside Financial Center Plaza 5 185 Hudson Street, Suite 1410, Jersey City, NJ 07311
BD
CRD#: 147853
JERSEY CITY, NJ
Past

February 27, 2019 - June 1, 2020

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

February 27, 2019 - June 1, 2020

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

February 27, 2019 - May 4, 2021

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

August 29, 2018 - June 1, 2020

CANTOR FITZGERALD & CO.

BD
CRD#: 134
New York, 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
New Jersey
(11/1/2021)
RR
New York
(11/1/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 10/28/2019
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


WC
WALLACHBETH CAPITAL LLC
WALLACHBETH CAPITAL LLC

CRD#: 147853 / SEC#: , 8-67936

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


Main Address
1001 Yamato Rd. Suite 404, Boca Raton, FL 33431
Mailing Address
1001 Yamato Rd. Suite 404, Boca Raton, FL 33431
Phone number
(646) 237-8585
Established
New York since 05/05/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (44 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#
WALLACHBETH HOLDINGS LLC95% OWNER
SAGO MANAGEMENT, LLC5% OWNER
BETH, DAVID JAYCOO/PRESIDENT/ MANAGING MEMBER2470494
OH, SEUNG CHEOLCFO, FNOP4632040
SCHWEITZER, ERIC BRUCECHIEF COMPLIANCE OFFICER1036891
WALLACH, MICHAEL CONRADCHIEF EXECUTIVE OFFICER/MANAGING MEMBER2376092

Disclosures


Regulatory Event2

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


WALLACHBETH CAPITAL LLC

CRD#: 147853Jersey City, NJ 07311

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