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Marcos Antonio Chavez

Brownstone Investment Group, LLC

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About Marcos Antonio Chavez

Marcos Antonio Chavez is a registered representative with Brownstone Investment Group, LLC, a firm based in New York, NY. Marcos has been in the securities industry since January 25, 2017. Marcos holds Series 63, SIE, and Series 7 licenses. Marcos is currently registered in California, Connecticut, New Jersey, New York, and North Carolina.

Firm Information

Marcos Chavez is currently registered with Brownstone Investment Group, LLC. Brownstone Investment Group, LLC is a Limited Liability Company formed in January 1997 and approved to operate in 19 states. They are registered with the Securities and Exchange Commission (SEC) and have a total of 19 state registrations, including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

8

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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Marcos Chavez’s Registration & Firm History

NY

01/25/2017 - Present

Brownstone Investment Group, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Marcos Antonio Chavez.
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