Marshall D. Lobell

AUTOMATED EQUITY FINANCE MARKETS

NEW YORK, NY 10281

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CRD#: 7038937

Professional summary

Marshall Donald Lobell, who also goes by Marshall Donald Lobell, is a registered financial professional currently at AUTOMATED EQUITY FINANCE MARKETS, INC. located in New York, New York and EQUILEND located in New York, New York.

Marshall is registered as a RR (Registered Representative) and started their career in finance in 2018. Marshall has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marshall Donald Lobell

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.

Effective 12/5/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marshall Donald Lobell'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

July 10, 2025 - Present

AUTOMATED EQUITY FINANCE MARKETS, INC.

Office #1: 225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281Office #2: 225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281

CRD#: 147941

NEW YORK, NY

Current

July 10, 2025 - Present

EQUILEND

Office #1: 225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281Office #2: 225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281

CRD#: 119107

NEW YORK, NY

Past

October 11, 2023 - June 12, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

December 22, 2022 - June 12, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

December 14, 2018 - December 12, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOSTON, MA

State Registrations and Notice Filings

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

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

New York
(7/10/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/2/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/18/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/14/2018

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/6/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

EQUILEND

EQUILEND | EQUILEND LLC

CRD#: 119107 / SEC#: , 8-53738

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281

Mailing Address

225 Liberty Street 43rd Floor, Suite 4310, New York, NY 10281

Phone number

(212) 901-2272

Established

Delaware since 10/12/2001

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
EQUILEND GLOBAL HUBCO LLC	DIRECT OWNER - INTERMEDIATE PARENT HOLDINGS COMPANY
NIGRELLI, PAUL JOACHIM	CHIEF COMPLIANCE OFFICER	4572522
NIGRELLI, PAUL JOACHIM	CHIEF FINANCIAL OFFICER AND FINOP	4572522
NIGRELLI, PAUL JOACHIM	CHIEF EXECUTIVE OFFICER	4572522
WACHTER, KAZUKO	GENERAL COUNSEL	7218349

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.

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Advisor Monitoring

Firm Stability Insights

Marshall D. Lobell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marshall Donald Lobell's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUILEND

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2023

Series 63

Date: 8/2/2019

Series 7TO

Date: 1/18/2023

Series 6TO

Date: 12/14/2018

SIE

Date: 12/6/2018

FINRA

Current Firm

EQUILEND

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EQUILEND

TRUST BUT VERIFY

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