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Jeffrey Joseph Lamarca

Marcellus Capital Management, LLC

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About Jeffrey Joseph Lamarca

Jeffrey Joseph Lamarca is a financial advisor registered with Marcellus Capital Management, LLC. Jeffrey has been working in the financial services industry since 1999 and is a Chartered Financial Analyst. Jeffrey's areas of expertise include portfolio management for individuals and selection of other advisors. Jeffrey is based in Skaneateles, New York.

Firm Information

Jeffrey Lamarca is currently registered with Marcellus Capital Management, LLC. Marcellus Capital Management, LLC is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals and select other investment advisors. The firm manages approximately $19,693,000 in assets for 23 clients.

$19.69M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Lamarca’s Registration & Firm History

NY

09/23/2022 - Present

Marcellus Capital Management, LLC (SKANEATELES NY)

NY

02/09/2001 - 12/03/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NY

09/26/2000 - 02/21/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

MA

07/12/1999 - 08/31/2000

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 09/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Joseph Lamarca.
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