Brian Joseph Marcinek

$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
CA	RA	APPROVED	2026-01-05
ID	RA	APPROVED	2025-01-10
TX	RA	APPROVED	2019-06-19

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Securities Inc	Seattle	WA	08/2009	05/2019
Jpmorgan Chase Bank	Seattle	WA	08/2009	05/2019
Seeking Simple, Llc	Boise	ID	06/2018	05/2019
Accelone, Llc	Kirkland	WA	04/2014	05/2019
Banner Solar	Boise	ID	08/2016	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bellevue	WA	06/2019	Present
Bank Of America, N.A.	Bellevue	WA	07/2019	Present

08/2009 → 05/2019

J.P. Morgan Securities Inc

Seattle, WA
08/2009 → 05/2019

Jpmorgan Chase Bank

Seattle, WA
06/2018 → 05/2019

Seeking Simple, Llc

Boise, ID
04/2014 → 05/2019

Accelone, Llc

Kirkland, WA
08/2016 → 05/2019

Banner Solar

Boise, ID
06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA
07/2019 → Present

Bank Of America, N.A.

Bellevue, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-15
S63	Uniform Securities Agent State Law Examination	2009-12-14