MM
Marc J. Maricondo
MCMILLAN ANALYSIS
Randolph, NJ
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CRD#: 7400011
MM
Professional summary
Marc Joseph Maricondo is a registered financial advisor currently at MCMILLAN ANALYSIS CORPORATION located in Randolph, New Jersey.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Marc 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Joseph Maricondo'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®
NoneExperience
Current
October 25, 2022 - Present
MCMILLAN ANALYSIS CORPORATION
RIA
CRD#: 128920
Randolph, NJ
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 Jersey(10/25/2022)
Current Firm
MA
MCMILLAN ANALYSIS CORPORATION
MCMILLAN ANALYSIS CORPORATION | MCMILLAN ASSET MANAGEMENT
CRD#: 128920 / SEC#:
California
Registered Investment Advisory firm - (1/28/2014 Approved)District of Columbia
Registered Investment Advisory firm - (12/4/2023 Terminated)Florida
Registered Investment Advisory firm - (5/30/2017 Approved)Maryland
Registered Investment Advisory firm - (12/22/2023 Terminated)New Jersey
Registered Investment Advisory firm - (1/15/1992 Approved)New York
Registered Investment Advisory firm - (5/26/2016 Approved)North Carolina
Registered Investment Advisory firm - (1/8/2019 Approved)Texas
Registered Investment Advisory firm - (4/20/2016 Approved)Virginia
Registered Investment Advisory firm - (12/13/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Randolph, NJ
Mailing Address
P.o Box 1323, Morristown, NJ 07962
Phone number
(973) 328-1674
Established
Firm type
Fiscal year end
# of Employees
9
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 39,102,505 |
Red Flags
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