Marc Benedict Marquez

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 11/2022
  Ameriprise Financial Services, Inc.
  Webster, TX
• 08/2023 → Present
  Titleist Asset Management
  Houston, TX
• 11/2022 → 08/2023
  Sagaboy Holdings, Inc.
  Houston, TX
• 08/2023 → Present
  Titleist Capital
  Houston, TX
• 08/2023 → Present
  Vision Based Planning
  Houston, TX

Previous Registrations

• 2013-03-13 → 2022-11-18
  Ameriprise Financial Services, Llc
  Webster, TX
• 2006-10-24 → 2013-01-04
  Ameriprise Financial Services, Llc
  Houston, TX
• 2002-03-19 → 2005-03-24
  Chase Investment Services Corp.
  Houston, TX

Other Businesses

SagaBoy Holdings, Inc.; President/Owner; Business entity established to manage independent contractor work; Houston, TX 77059; Holding Company for Sagaboy2 LLC Owner Real Estate Holdings Since 2023 Not Investment related Sagaboy 3 LLC Owner Real Estate Holdings Since 2023 Not Investment related Sagaboy Fl LLC Owner Investment Property Real Estate holdings Since 2024 Not investment related OliverSunday LLC Owner Investment Property Real Estate Holdings Since 2024 Not Investment Related Vision Based Planning dba for advisory services since 08/2023 investment related Insurance Licensed Life and Health

Exams

• S66 Uniform Combined State Law Examination
  2000-11-15

Other Names

• Marc B Marquez