Timothy John Marchesi
Investment adviser representative at Demarche
29 yearsExperience
1 stateRegistered in
CFADesignation
$228.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- DemarcheOct 2018 to now
- Discretionary Management Services, Inc.Oct 2011 to now
- Demarche Associates, IncDec 2001 to now
- Endex Capital Management, LLCMar 1997 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (KS).
Demarche
Legal name: Discretionary Management Services, LLC
$228.4MAssets managed
16Clients
9Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3241095
- Firm CRD
- 145851