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Jeffrey Joseph Lamarca

Marcellus Capital Management, LLC

Skaneateles, NY

CRD 3116241

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Employer firm

Marcellus Capital Management, LLC CRD 292009

$23.1M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Marcellus Capital Management, Llc

3460 County Line Rd Suite A, Skaneateles, NY 13152 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-23
  • NY RA
    APPROVED
    Since 2022-09-23

Branch Locations

3460 County Line Rd Suite A, Skaneateles, NY 13152 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marcellus Capital Management, Llc Skaneateles NY 08/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-23
S63 Uniform Securities Agent State Law Examination 2000-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-23
  • S63 Uniform Securities Agent State Law Examination
    2000-11-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY

Nearby Investors

DOUGLAS EDGAR HILL
Jessica Beatriz Jimenez Wharton
DWIGHT WILLIAM WINKELMAN

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Skaneateles, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SKANEATELES, NY
MORGAN STANLEY · Skaneateles, NY

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