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Robert Bradley Marcus

Summit Securities Group LLC

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About Robert Bradley Marcus

Robert Marcus has been in the securities industry since 2004. Currently, Robert is registered with Summit Securities Group LLC as a Registered Representative. Previously, Robert was registered with Boerboel Capital LLC, Old Mission Markets LLC, Old Mission Capital, LLC, J.P. Morgan Securities LLC, Bluefin Trading, LLC, Cutler Group, LP, Susquehanna Securities, and Susquehanna Investment Group. Robert has passed the Series 7, Series 55, SIE, Series 57TO, and Series 63 exams.

Firm Information

Robert Marcus is currently registered with Summit Securities Group LLC. Summit Securities Group LLC is a Limited Liability Company formed on September 2, 2011. The firm has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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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Robert Marcus’s Registration & Firm History

NY

03/21/2023 - Present

Summit Securities Group LLC (NEW YORK NY)

IL

08/17/2021 - 02/28/2023

BOERBOEL CAPITAL LLC (CHICAGO IL)

NY

11/06/2017 - 02/12/2021

OLD MISSION MARKETS LLC (New York NY)

IL

03/24/2015 - 02/12/2021

OLD MISSION CAPITAL, LLC (CHICAGO IL)

NY

08/08/2013 - 10/29/2014

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

NY

01/12/2012 - 07/25/2013

BLUEFIN TRADING, LLC (NEW YORK NY)

CA

06/02/2008 - 01/03/2012

CUTLER GROUP, LP (SAN FRANCISCO CA)

PA

06/08/2004 - 07/09/2008

SUSQUEHANNA SECURITIES (BALA CYNWYD PA)

PA

06/08/2004 - 06/10/2008

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

PA

09/24/2003 - 06/10/2004

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 09/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robert Bradley Marcus.
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