David M. Marra

MARKIN ASSET MANAGEMENT, LP

Rye, NY

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CRD#: 7204653

Professional summary

David M. Marra, who also goes by David Marra, is a registered financial advisor currently at MARKIN ASSET MANAGEMENT, LP located in Rye, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Marra

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.

1. NOB: Markin Asset Management GP, LLC; POSITION: Managing Member; START DATE: 11/2019; 411 Theodore Fremd Ave. Rye NY 10580; Investment Related; DUTIES: administrative oversight; APPROX 1 hour per month; during trading hours 0 2. NOB: Arialytics, Inc.; POSITION: Managing Director; START DATE: 08/2009; 411 Theodore Fremd Ave. Rye New York; Non-investment related; DUTIES: administrative oversight; APPROX 10 hours per month; during trading hours 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M. Marra'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

December 1, 2021 - Present

MARKIN ASSET MANAGEMENT, LP

RIA

CRD#: 311719

Rye, NY

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".

MARKIN ASSET MANAGEMENT, LP

CRD#: 311719 / SEC#: 801-119940

RIA

Registered Investment Advisory firm - (12/4/2020 Approved)

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

New York
(12/1/2021)

IAR

Texas
(7/13/2023)

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 65

Date: 12/1/2021

Uniform Investment Adviser Law Examination

Current Firm

MARKIN ASSET MANAGEMENT, LP

CRD#: 311719 / SEC#: 801-119940

RIA

Registered Investment Advisory firm - (12/4/2020 Approved)

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Contact information

Main Address

Rye, NY

Mailing Address

411 Theodore Fremd Avenue Suite 206 South, Rye, NY 10580

Phone number

(914) 269-2338

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKIN BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	370
AUM (Assets Under Management)	$ 120,341,630

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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David M. Marra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M. Marra's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKIN ASSET MANAGEMENT, LP

Primary Firm SEC Registration

MARKIN ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2021

Current Firm

MARKIN ASSET MANAGEMENT, LP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKIN ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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