# CRAIG S MARCELLO

CRAIG S MARCELLO is an investment adviser representative (IAR) with state registration records since 2000, appearing at 8 firms. Currently registered with TURNING POINT BENEFIT GROUP, INC..

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TURNING POINT BENEFIT GROUP, INC.](https://search.stillhousedata.com/firm/301282) | 2025-02-13 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2023-09-18 | 2024-07-10 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2023-04-26 | 2023-07-05 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-12-06 | 2023-05-04 | — |
| [MARCELLO WEALTH ADVISORY LLC](https://search.stillhousedata.com/firm/284499) | 2019-04-15 | 2021-12-31 | — |
| [MARCELLO WEALTH ADVISORY LLC](https://search.stillhousedata.com/firm/284499) | 2016-08-16 | 2018-12-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-02-21 | 2015-06-19 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2010-12-22 | 2011-05-16 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-01-24 | 2009-04-02 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2000-02-08 | 2003-12-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2452005)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2452005.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
