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Daniella Marcelli

Pershing LLC

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About Daniella Marcelli

Daniella Marcelli is a financial professional with over 10 years of experience in the industry. Daniella is currently registered with Pershing LLC and BNY Mellon Capital Markets, LLC and holds Series 7, Series 63, SIE, and Series 52TO licenses. Daniella has previously worked at Genesis Global Trading, Inc, Goldman Sachs & Co. LLC, and MetLife Securities Inc. Daniella's experience spans a variety of firms, including those with active Broker-Dealer and Investment Advisor scopes.

Firm Information

Daniella Marcelli is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniella Marcelli’s Registration & Firm History

NY

10/05/2023 - Present

Pershing LLC (NEW YORK NY)

NY

10/06/2022 - 01/13/2023

GENESIS GLOBAL TRADING, INC (NEW YORK NY)

NJ

06/25/2014 - 06/10/2021

GOLDMAN SACHS & CO. LLC (JERSEY CITY NJ)

NY

09/30/2011 - 06/04/2014

METLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniella Marcelli.
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