William Marco is a registered investment advisor, based in Staten Island, NY, with 38 years of industry experience.
Location
Staten Island, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in numerous outside business activities, including serving as president of Marco Wealth Strategies Group, working as an independent contractor for insurance (fixed/life/health/P&C), and participating in several non-profit organizations. He dedicates about half his time to the PP/PB/RV Civic Association and a few hours per week to other activities.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Affiliated SecuritiesBroker
Joseph Matthews & Company, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Donald & CO. Securities INC.Broker
State Registrations12 states
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