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Robert Ernest Coode

Marcum Wealth, LLC

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About Robert Ernest Coode

Robert Ernest Coode is an Investment Advisor Representative registered with Marcum Wealth, LLC. Robert has been in the financial services industry since 1984. Robert holds the Series 6, 63, and 65 licenses. Robert has experience providing financial planning, portfolio management, and consulting services to individuals, corporations, high-net-worth individuals, pension plans, and charitable organizations. Robert is a passive investor in a real estate partnership called 6685 Beta Associates, LLC and a passive owner of Marcum Insurance Services, LLC.

Firm Information

Robert Coode 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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Robert Coode’s Registration & Firm History

OH

02/10/2020 - Present

Marcum Wealth, LLC (CLEVELAND OH)

OH

01/02/2020 - 02/07/2020

VALMARK SECURITIES, INC. (Mayfield Village OH)

OH

01/09/1986 - 01/27/2020

PROEQUITIES, INC. (MAYFIELD VILLAGE OH)

NA

12/21/1984 - 01/14/1986

PW SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Ernest Coode. Review regulatory record here.
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