Marcus Andrew Selva

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2011 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 10/2011 → 06/2017
  Bank Of America, N.A.
  San Antonio, TX
• 06/2017 → 12/2024
  Snowden Lane Partners
  New York, NY
• 12/2024 → Present
  Lpl Financial, Llc
  San Antonio, TX

Previous Registrations

• 2017-06-05 → 2024-12-12
  Snowden Capital Advisors Llc
  San Antonio, TX
• 2011-08-23 → 2017-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New Braunfels, TX
  New Braunfels, TX
  New Braunfels, TX

Other Businesses

1-11/2024 / Upstream Investment Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-19
• S63 Uniform Securities Agent State Law Examination
  2008-02-11

Other Names

• Marcus Selva
• Marcus Andrew Selva