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Lily Andrea Marcu

Morgan Stanley

Portland, ME

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2023-11-30
TX RA APPROVED_RES 2023-11-30
  • ME RA
    APPROVED
    Since 2023-11-30
  • TX RA
    APPROVED_RES
    Since 2023-11-30

Branch Locations

100 Middle Street 3Rd Floor, Portland, ME 04101 • 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
Rm Financial Services, Llc Falmouth ME 10/2018 08/2023
Island Commons Chebeague Island ME 03/2016 03/2019
Roger Williams University Bristol RI 08/2014 05/2018
Morgan Stanley Portland ME 11/2023 Present
Hightower Advisors, Llc Portland ME 08/2023 11/2023
  • 10/2018 → 08/2023
    Rm Financial Services, Llc
    Falmouth, ME
  • 03/2016 → 03/2019
    Island Commons
    Chebeague Island, ME
  • 08/2014 → 05/2018
    Roger Williams University
    Bristol, RI
  • 11/2023 → Present
    Morgan Stanley
    Portland, ME
  • 08/2023 → 11/2023
    Hightower Advisors, Llc
    Portland, ME
Previous Registrations
  • 2023-08-25 → 2023-11-17
    Hightower Advisors, Llc
    Chicago, IL
    Portland, ME
  • 2020-09-28 → 2023-08-09
    Next Financial Group, Inc.
    Falmouth, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-21
  • S66 Uniform Combined State Law Examination
    2020-09-21
Other Names
  • Lily Englund
  • Lily Andrea Englund

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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