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Mariellen J Schackart

BMO Capital Markets Corp.

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About Mariellen J Schackart

Mariellen Schackart is a registered representative at BMO Capital Markets Corp. located in Chicago, Illinois. Mariellen has been in the industry since May 4, 2002, and has held previous roles at J.P. Morgan Securities LLC, Citigroup Global Markets Inc. and Citicorp Investment Services. Mariellen holds Series 66, Series 24, Series 99TO, SIE, and Series 7 licenses.

Firm Information

Mariellen Schackart is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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other

Fees for securities trading ideas and research

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Mariellen Schackart’s Registration & Firm History

IL

05/04/2018 - Present

BMO Capital Markets Corp. (CHICAGO IL)

NY

09/09/2013 - 04/13/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/06/2005 - 05/17/2013

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

12/22/2000 - 04/29/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 02/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mariellen J Schackart.
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