Josue R Marciano

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

• 10/2018 → 06/2022
  Woodbury Financial Services Inc
  Rockville, MD
• 11/2010 → 10/2018
  Capital One Bank
  Rockville, MD
• 06/2022 → Present
  Lpl Financial Llc
  Rockville, MD

Previous Registrations

• 2019-04-26 → 2022-06-06
  Woodbury Financial Services, Inc.
  Rockville, MD

Other Businesses

1)6/2022- Key Wealth Managers- DBA for LPL Business (entity for LPL business)- inv. related- Rockville, MD 2) 10/31/2023 - Marciano Wealth Management LLC - Non-inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date: 10/27/2021 - 20 Hrs/Mo & During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-04-15

Other Names

• Josh Marciano