Matthew Anthony Marcello

Current Employers

Employment History

• 04/2016 → 11/2025
  Apexium Financial Lp
  Dallas, TX
• 06/2008 → 04/2018
  Purshe Kaplan Sterling
  Albany, NY
• 02/2004 → Present
  Capstone Wealth Management, Llc
  New York, NY
• 11/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 04/2015 → Present
  Soundwatch Capital, Llc
  Rowayton, CT

Previous Registrations

• 2022-05-26 → 2025-12-04
  Apexium Financial Lp
  Dallas, TX
  Dallas, TX
• 2022-05-26 → 2023-12-31
  Soundwatch Capital, Llc
  Dallas, TX

Other Businesses

1) INSURANCE AGENT LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT, LLC. MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS. THIS GIVES AN INCENTIVE TO RECOMMEND INSURANCE PRODUCTS BASED ON THE COMPENSATION RECEIVED RATHER THAN ON THE CLIENT'S NEEDS. WHEN ACTING IN AN ADVISORY CAPACITY, THERE IS A FIDUCIARY OBLIGATION TO ACT IN THE CLIENT'S BEST INTEREST. 2) SOUNDWATCH CAPITAL, LLC; INVESTMENT RELATED; 137 ROWAYTON AVE, STE 120, ROWAYTON, CT; REGISTERED INVESTMENT ADVISOR; OWNER; 11/2014; 10 HRS PER MONTH; 5 DURING TRADING HOURS; MANAGEMENT. 3) CAPSTONE WEALTH MANAGEMENT, LLC; NON-INVESTMENT RELATED; RYE, NY; FORMER REGISTERED INVESTMENT ADVISOR THAT RECEIVES INSURANCE TRAILS; OWNER; 02/2004; 1HR PER MONTH; 0HRS DURING TRADING HOURS; NO DUTIES. 4) M FINANCIAL GROUP; INVESTMENT RELATED; 2699 HOWELL ST, STE 1100, DALLAS, TX 97204; LIFE INSURANCE DISTRIBUTION GROUP; STOCKHOLDER; 06/2016; 4HRS PER MONTH; 4HRS DURING TRADING HOURS; INSURANCE PRODUCER.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-09-27

Designations