Matthew James Marcus
Investment adviser representative at Principal Advised Services
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Principal Advised ServicesJan 2026 to now
- Principal Life Insurance CompanyJan 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- Live Events Media GroupAug 2025 to Dec 2025
- Associate StaffingApr 2025 to Jul 2025
- Principal Securities, Inc.Apr 2025 to Jul 2025
- Live Events Media GroupOct 2022 to Mar 2025
- Sports AcademyJun 2022 to Aug 2022
- Famous ToasteryJun 2021 to Aug 2021
- Unc CharlotteJul 2020 to May 2024
- StaplesJun 2018 to Aug 2020
- Pine Lake PrepMar 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 8065221
- Firm CRD
- 297324