Marvin Lahoud

MARVIN CAPITAL

Boston, MA

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CRD#: 7369968

Professional summary

Marvin Lahoud is a registered financial advisor currently at MARVIN CAPITAL located in Boston, Massachusetts.

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marvin has worked at 1 firm and has passed the Series 65 exam.

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.

TOCCI BUILDING CORPORATION - GENERAL MANAGER AND PARTNER. 11/2017 TO PRESENT. NOT INVESTMENT RELATED. 660 MAIN ST., WOBURN, MA 01801. DUTIES INCLUDE GENERAL OVERSIGHT OF ALL DEPARTMENTS, ENSURING PROFITABILITY AND GROWTH AND STAFF DEVELOPMENT. SIX HOURS PER WORKDAY SPENT ON THIS ACTIVITY, DURING SECURITIES TRADING HOURS. SUZIE AND MARVIN LAHOUD FOUNDATION - PRESIDENT. 02/16/2021 TO PRESENT. NOT INVESTMENT RELATED. 1 DEVONSHIRE PLACE BOSTON MA 02109. THIS IS A PRIVATE FOUNDATION THAT WILL BE DONATING MONEY TO THE POOR AND OPPRESSED. ROLE INCLUDES OVERSEEING THE ORGANIZATION AND MAKING THE DONATIONS. ABOUT 1 HOUR PER MONTH SPENT ON THIS ACTIVITY. OUTSIDE OF SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin Lahoud'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

August 28, 2024 - Present

MARVIN CAPITAL

RIA

CRD#: 313749

Boston, MA

Past

February 23, 2022 - December 31, 2023

MARVIN CAPITAL

RIA

CRD#: 313749

BOSTON, MA

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

Massachusetts
(8/28/2024)

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 65

Date: 3/9/2021

Uniform Investment Adviser Law Examination

Current Firm

MARVIN CAPITAL

LAHOUD & ASSOCIATES | MARVIN CAPITAL | LAHOUD & ASSOCIATES LLC

CRD#: 313749 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/28/2024 Approved)

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(781) 228-1451

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 759,100

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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Marvin Lahoud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin Lahoud's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARVIN CAPITAL

MARVIN CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2021

Current Firm

MARVIN CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARVIN CAPITAL

TRUST BUT VERIFY

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