Craig S Marcello

Current Employers

Employment History

• 07/2016 → 11/2021
  Marcello Wealth Advisory Llc
  Covington, LA
• 08/2015 → 11/2021
  Legion Of Christ
  Atlanta, GA
• 11/2021 → 04/2023
  Dardis Couvillion And Associates
  Metairie, LA
• 11/2021 → 04/2023
  Lpl Financial, Llc
  Metairie, LA
• 04/2023 → 06/2023
  Ameriprise Financial Services, Llc
  Metairie, LA
• 04/2023 → 07/2024
  Ameriprise/ Rosestone Wealth Advisors
  New Orleans, LA
• 01/2025 → Present
  Turning Point Financial
  Covington, LA
• 01/2025 → Present
  Turning Point Benefit Group, Inc.
  Covington, LA
• 08/2024 → 12/2024
  Unemployed
  Covington, LA

Previous Registrations

• 2023-09-18 → 2024-07-10
  Ameriprise Financial Services, Llc
  Metairie, LA
  Tulsa, OK
  Shreveport, LA
  Covington, LA
• 2023-04-26 → 2023-07-05
  Ameriprise Financial Services, Llc
  Metairie, LA
• 2021-12-06 → 2023-05-04
  Lpl Financial Llc
  Covington, LA
  Metairie, LA
• 2019-04-15 → 2021-12-31
  Marcello Wealth Advisory Llc
  Covington, LA
• 2016-08-16 → 2018-12-31
  Marcello Wealth Advisory Llc
  Covington, LA
• 2013-02-21 → 2015-06-19
  Morgan Stanley
  Lexington, KY
  Franklin, TN
• 2010-12-22 → 2011-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mandeville, LA
• 2007-01-24 → 2009-04-02
  Ubs Financial Services Inc.
  Kingport, TN
  Baton Rouge, LA
• 2000-02-08 → 2003-12-04
  Citigroup Global Markets Inc.
  Oklahoma City, OK

Other Businesses

Board of Directors; Marcello; Craig; Board Member; 16330 Highway 1085, , Covington, LA, 70433; Not Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-07
• S66 Uniform Combined State Law Examination
  2007-01-19
• S65 Uniform Investment Adviser Law Examination
  1995-11-20

Designations

Other Names

• Craig S Marcello
• Craig Saleem Marcello
• Craig Salem Marcello