Richard Matthieu Marciano

Current Employers

Employment History

• 01/2013 → 01/2017
  Ubs Financial Services Inc.
  Boston, MA
• 10/2018 → 07/2020
  Marcum Wealth Management, Llc
  West Hartford, CT
• 01/2017 → 08/2018
  Cibc Private Wealth
  Chicago, IL
• 07/2020 → 04/2021
  Aurum Wealth Management Group, Llc
  Mayfield Village, OH
• 07/2021 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 05/2023 → Present
  Lpl Financial Llc
  West Hartford, CT

Previous Registrations

• 2020-08-11 → 2021-04-16
  Marcum Wealth, Llc
  Hartford, CT
  Cleveland, OH
• 2018-10-01 → 2020-10-02
  Marcum Wealth Management, Llc
  West Hartford, CT
• 2013-02-08 → 2017-02-13
  Ubs Financial Services Inc.
  Boston, MA

Other Businesses

1) 06/05/2025 - Entrust Wealth Partners LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 05/01/2025 - 159 hr/mnth - 0 hr during trading 2. 07/16/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Inv. Related - At Reported Business Location(s) - Start date: 04/15/2021 - 160 hr/mnth - 8 hr during trading.. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 07/16/2025 - Entrust Wealth Partners, LLC - Registered Investment Advisor DBA - Inv. Related - At Reported Business Location(s) - Start date: 04/15/2021 - 160 hr/mnth - 9-5 hr during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-11-19

Designations

Other Names

• Rich Marciano