Marvin Siegel
Marvin Siegel is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilmette, IL, with 36 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3330 Old Glenview Road, Suite 7, Wilmette, IL, 60091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Marvin is the President/CPA of Marvin M. Siegel CPA PC, an accounting and tax firm, since 1976, dedicating full-time hours. He also operates Siegel Accounting & Financial Services and acts as a trustee for client trusts, both investment-related. Finally, Marvin is an insurance agent selling health insurance with various companies since 2021.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations8 states
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