Anson Marcotte

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-11-21
MT	RA	APPROVED	2025-11-19
CA	RA	APPROVED	2025-11-17
NC	RA	APPROVED	2025-08-18
MD	RA	APPROVED	2023-05-23

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chevy Chase,	MD	07/2022	Present
Bank Of America	Chevy Chase	MD	04/2020	05/2022
Capital Automotive Real Estate Services	Mclean	VA	05/2017	03/2020
Rsm Us Llp	Mclean	VA	10/2015	04/2017

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chevy Chase,, MD
04/2020 → 05/2022

Bank Of America

Chevy Chase, MD
05/2017 → 03/2020

Capital Automotive Real Estate Services

Mclean, VA
10/2015 → 04/2017

Rsm Us Llp

Mclean, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-22

Nearby Firms