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Marcus R Bickle

Investment adviser representative at Naples Money Management LLC
13 yearsExperience
1 stateRegistered in
$164.4MFirm assets
16 yearsFirm 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 assetsHourlyFixed 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

13 years in the industry.

  1. Naples Money Management, LLCOct 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

Naples Money Management LLC

$164.4MAssets managed
184Clients
2Advisers
16 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
6329778
Firm CRD
153499
Advisor's SEC record (opens in a new tab)
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