Unclaimed
Marc Garrett Ialeggio is a financial professional with over 25 years of experience in the industry. Marc is currently registered with Capital Client Group, Inc. and is located in Los Angeles, CA. Marc has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Marc is licensed to offer investment advice and products in California and Nevada.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
06/13/2003 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NY
06/26/1996 - 06/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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