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Vincent Joseph Marchi

Marchi Investments LLC

Waunakee, WI

CRD 8198059

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Employer firm

Marchi Investments LLC CRD 339767

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Marchi Investments Llc

Waunakee, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-04
  • WI RA
    APPROVED
    Since 2026-02-04

Branch Locations

Waunakee, WI • 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
Unemployed Waunakee WI 04/2024 Present
Squaretrade / Allstate Protection Plans San Francisco CA 08/2011 04/2024
  • 04/2024 → Present
    Unemployed
    Waunakee, WI
  • 08/2011 → 04/2024
    Squaretrade / Allstate Protection Plans
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

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