Marco B Franzella

CRD 5697004 · Fidelity Brokerage Services LLC · Plainview, NY

IA RegisteredBroker

Also appears in the source record as: Marco Franzella

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (10): District Of Columbia · Florida · Massachusetts · Michigan · New York · Rhode Island · South Carolina · Texas · Washington · Wisconsin
Years in the industry (source record): 15
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5697004 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Plainview, NY · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Plainview, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Garden City, NY · IA capacity

Oct 25, 2023 → Mar 31, 2025
Equitable Advisors, LLC
Mineola, NY · IA capacity

Jun 19, 2018 → Sep 19, 2023
Equitable Advisors, LLC
Mineola, NY · BC capacity

May 11, 2018 → Sep 19, 2023
Mml Investors Services, LLC
Hauppauge, NY · BC capacity

Mar 25, 2017 → May 8, 2018
Msi Financial Services, Inc.
Hauppauge, NY · BC capacity

Feb 21, 2011 → Mar 25, 2017

Source & corrections

Where this page comes from

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