Next-Gen + Best-in-State · rank 10 · Las Vegas, Nevada · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Spencer Marcus, SE-AWMA® - Managing Director, Senior Financial Advisor” — firm_official
- Parent company — Bank of America (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “SPENCER E MARCUS - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — Marcus Gibson Group (high)
- “The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill.” — firm_official
- Team size — 7 (medium)
- “Lance E Marcus - Managing Director, Senior Relationship Manager” — firm_official
- CRD — 6108558 (high)
- “SPENCER E MARCUS - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — other:SE-AWMA (high)
- “Spencer Marcus, SE-AWMA® - Managing Director, Senior Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “Team Assets (Custodied): "$1.8B"” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum Account Size for New Business: "$250K"” — forbes_shook
- Typical client net worth ($M) — 3.5 (high)
- “Typical Net Worth of Relationships: "$2-5M"” — forbes_shook
- Client niche — multigenerational families with substantial wealth (medium)
- “The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “SPENCER E MARCUS - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ca/pasadena-ca/marcusgibsongroup (high)
- “Marcus Gibson Group - Financial Advisors in Pasadena, CA 91101 | Merrill” — firm_official
- Value proposition (verbatim) — The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill. (high)
- “The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill.” — firm_official
- Differentiators — selective, limited client roster, goals-first planning approach, multigenerational wealth preservation (medium)
- “We believe the best financial approach is the one that helps you pursue your goals.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (low)
- “Marcus Gibson Group - Financial Advisors in Pasadena, CA 91101 | Merrill” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/spencer-marcus-se-awma%E2%84%A2-34853390/ (high)
- “Spencer Marcus, SE-AWMA™ - Senior Financial Advisor, Senior Vice President - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (medium)
- Logo url — https://mlaem.fs.ml.com/content/dam/ML/global/defaultSocialImage.png (medium)
- Visual brand notes — Standard Merrill corporate template: navy and gold palette, charcoal body text on white, corporate sans-serif type, square headshot portraits of team members. (medium)
