Patrick Lee Marcell
Investment adviser representative at Elite Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
$161.4MFirm assets
1 yearFirm in business
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Elite Wealth Management, Inc.Oct 2024 to now
- Elite Retirement Med, LLCApr 2022 to now
- Elite Retirement GroupAug 2020 to now
- Brookstone Capital ManagementFeb 2008 to Dec 2020
- Glisczynski & AssociatesNov 2002 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (WI).
Elite Wealth Management, Inc.
$161.4MAssets managed
871Clients
4Advisers
1 yearIn 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
- 4438834
- Firm CRD
- 333159