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Michael Thomas McKeown

Marcum Wealth, LLC

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About Michael Thomas McKeown

Michael Thomas McKeown is a Registered Representative and Investment Advisor Representative associated with Marcum Wealth, LLC. Michael is a Registered Representative in Ohio. Michael is also a Registered Investment Advisor in Ohio. Michael has been in the industry since 2005 and has been associated with Marcum Wealth, LLC since 2006. Previously, Michael was associated with PURSHE KAPLAN STERLING INVESTMENTS in Mayfield Village, OH from 2006 to 2009 and MORGAN STANLEY DW INC in Cleveland, OH from 2005 to 2006. Michael has passed the Uniform Combined State Law Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination.

Firm Information

Michael McKeown is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael McKeown’s Registration & Firm History

OH

12/18/2006 - Present

Marcum Wealth, LLC (CLEVELAND OH)

OH

12/15/2006 - 02/04/2009

PURSHE KAPLAN STERLING INVESTMENTS (MAYFIELD VILLAGE OH)

OH

10/04/2005 - 09/08/2006

MORGAN STANLEY DW INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 10/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas McKeown.
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