Marco Yeppez is a registered investment advisor, based in San Antonio, TX, with 3 years of industry experience. Marco is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8000 IH 10 West, San Antonio, TX, 78230
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Regulatory History (4)
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Financial
February 2022Final
Financial
January 2022Final
Financial
August 2021Final
Financial
June 2019Final
Employment History
Current Registrations
Alliancebernstein L.P.
May 2026 - Present · 5 mos
Alliancebernstein Investments, INC.
May 2026 - Present · 5 mos
Alliancebernstein Investments, INC.Broker
May 2026 - Present · 5 mos
Previous Registrations
Wells Fargo Advisors
May 2024 - May 2026 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
April 2024 - May 2026 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2022 - May 2023 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
September 2021 - January 2022 · 4 mos
State Registrations1 state
TX
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.
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