Marcia Kulberg is a registered investment advisor, based in Beachwood, OH, with 29 years of industry experience.
Location
Beachwood, OH
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Trustmont Financial Group, INC.
January 2020 - Present · 6 yrs 4 mos
Trustmont Advisory Group, INC.
January 2020 - Present · 6 yrs 4 mos
Trustmont Financial Group, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
March 2007 - March 2018 · 11 yrs
UBS Financial Services INC.Broker
February 2007 - March 2018 · 11 yrs 1 mo
Mcdonald Investments INC.Broker
November 1994 - February 2007 · 12 yrs 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.