Marcus Mayurkant Trivedi

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2003 → Present
  Spc
  Ann Arbor, MI
• 08/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Previous Registrations

• 2000-04-26 → 2002-09-30
  Prudential Equity Group, Llc
  Chicago, IL

Other Businesses

1. TRIVEDI FINANCIAL GROUP; SALE OF VARIOUS TRADITIONAL CONTRACTS WITH VARIOUS TRADITIONAL INSURANCE COMPANIES. 2. Sale of Long Term Care insurance, Disability insurance and Health insurance through various FMOs. Start date: 12/4/20, approx. 1 hr/mo. 3. One of 3 trustees of my mother's trust FBO my father. Duties include communicating with the property manager managing the 2 properties owned by the trust. Start date: 8/1/21, approx. 2 hrs/mo, none during mkt hrs. INV REL: N 4. Serve as Deacon for The Moody Church, Chicago, IL. Also serve on the Finance Committee. Duties are to prepare reports to provide to leadership council members. No access to funds. Start date: 11/13/23, approx. 6 hrs/mo, none during mkt hrs. INV REL: N 5. Receive rental income from a residential property located in Chicago, IL. Start date: 8/1/24, approx. 2 hrs/mo. INV REL: N 6. Serve as Discretionary Trustee for account for father. No current duties as will be acting as a successor trustee, when needed. Start date: 8/1/24. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-12
• S63 Uniform Securities Agent State Law Examination
  2000-01-24

Designations

• Certified Financial Planner

Other Names

• Marcos Trivedi
• Mark Trivedi