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Robert Joseph Marchese

Curi RMB Capital, LLC

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About Robert Joseph Marchese

Robert Joseph Marchese is an investment advisor representative at Curi RMB Capital, LLC in Chicago, Illinois. Robert has been in the industry for over 20 years and has a Series 7, 63, and 65 license. Robert has previously worked at SGC Securities LP, First Analysis Securities Corporation, and American Express Financial Advisors Inc. Robert has a strong background in investment management and financial planning. Robert specializes in providing investment advice to individuals, families, and businesses. Robert is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Robert Marchese is currently registered with Curi RMB Capital, LLC. Curi RMB Capital, LLC is an investment advisor headquartered in Chicago, Illinois. The firm provides a wide range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They also offer selection of other advisers and serve a variety of clients, including high-net-worth individuals, investment companies, corporations, and insurance companies. The firm has over $8 billion in assets under management.
Curi RMB Capital, LLC

ONE NORTH WACKER DRIVE

CHICAGO, IL 60606

$8.48B

Assets Under Management

81

Total Clients

91

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Marchese’s Registration & Firm History

IL

01/06/2018 - Present

Curi RMB Capital, LLC (CHICAGO IL)

PA

07/08/2011 - 12/31/2012

SGC SECURITIES LP (NARBERTH PA)

IL

10/24/2000 - 07/13/2009

FIRST ANALYSIS SECURITIES CORPORATION (CHICAGO IL)

MN

10/21/1999 - 03/28/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/21/1999 - 03/28/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/24/1997 - 04/03/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/24/1997 - 04/03/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Marchese.
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