INVESTOR ACCESS
 
GET CONNECTED LinkedIN Twitter
HOME | PHONE: 631-414-4020
  • CLIENT SOLUTIONS
    Individual Advanced Planning
    Asset Protection and Preservation

    We provide a wide array of quality insurance alternatives for your family and your business. Read More >>

    Longevity Insurance

    When it comes to long-term planning, certain investments let you save on a tax-deferred basis. Read More >>

    Life Insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Long-Term Care Insurance (LTCI)

    The risk of contracting a chronic debilitating illness is considered by many to be one type of risk best passed on to an insurance company through the purchase of a LTCI policy. Read More >>

    Personal Financial Management

    Marcum's Personal Financial Management group is focused on your total financial wellness. Read More >>

    Wealth Management

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage and your goals. Read More >>

    Wealth Enhancement

    Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Read More >>

    Corporate Benefits Group
    Employee Benefit Plans

    Marcum Financial Services Corporate Benefits Group offers innovative and comprehensive employee benefit services for mid- and large businesses. Our advantage lies in proactive ideas, accessibility, flexibility and, most of all, personal service.
    Read More >>

    Health and Welfare Services

    Marcum Financial Services Corporate Benefits Group offers a range of core services as well as fee-based services.Read More >>

    Individual Retirement Planning
    Retirement Income Planning

    The key to a financially independent retirement is proper planning. Planning for retirement is an ongoing process.   Read More >>

     
     


Steven D. Brett Achieves Membership in Raymond James Financial Services
2012 Executive Council

Melville, New York, November 29, 2011 - Steven D. Brett, president of Marcum Financial Services and branch manager for Raymond James Financial Services, was recently named a member of the 2012 Raymond James Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.*

Brett who joined Marcum Financial Services and Raymond James in 2009 has more than 20 years of combined investment and business experience. He helps clients manage the wealth they have already achieved and position their portfolios for future objectives. To accomplish these goals Brett provides clients with a wide array of tailored financial and investment services to help them meet their financial objectives and build their wealth. His clients include families, individuals, business owners and foundations, and his efforts often include coordinating plans with clients’ other professional advisors.

Brett’s experience in the special needs area helps families prepare for the financial future of a loved one living with a disability. In addition, he hosts workshops and seminars for Special Education Parent and Teacher Associations and nonprofit organizations serving the special needs community.

Brett’s diversified background includes spending several years as a lead financial advisor at a leading global financial institution and owning a manufacturing and importing company. 

Brett is a member of the Financial Planning Association of Long Island, the Financial Services Institute, Inc., and the Special Needs Network of Financial Advisors. In addition to his professional affiliations, Brett is a founder of the Jericho Youth Football League and president and founder of the Jericho Jayhawks Booster Association. 

Brett received his Bachelor of Science in marketing from Ithaca College, where he was a member of its Intercollegiate Football Program. He resides in Jericho, New York with his family.

About Marcum Financial Services LLC:
The professionals at Marcum Financial Services LLC help clients achieve financial independence through professional advice, sound risk management, quality investment products and personal, efficient service.  Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Marcum Financial Services is a member of the Marcum Group, the gateway to a group of organizations that provide a variety of professional services including accounting and advisory, technology solutions, recruiting, and wealth management.  These organizations include Marcum LLP, Marcum Technology LLP, MarcumBuchanan Associates LLC, Marcum Search LLC, Marcum Financial Services LLC, Marcum Cronus Partners LLC, Marcum Bernstein and Pinchuk LLP, and Marcum Healthcare LLC.  The Marcum Group and its subsidiaries are independent of Raymond James Financial Services.  For more information about Marcum Financial Services LLC, visit www.marcumfs.com.

* Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

ASK MARCUM
 

Check the background of this firm on FINRA's BrokerCheck

ABOUT RAYMOND JAMES LOCATIONS
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

NEW YORK, NY
750 3rd Avenue, 11th Floor
New York, NY 10017

MELVILLE, NY
10 Melville Park Road
Melville, NY 11747
ROSELAND, NJ
105 Eisenhower Pkwy, Suite 301
Roseland, NJ 07068

WEST PALM BEACH, FL
525 Okeechobee Blvd, Suite 750
West Palm Beach, FL 33401
PHILADELPHIA, PA
1600 Market Street, 32nd Floor
Philadelphia, PA 19103

NEW HAVEN, CT
555 Long Wharf Drive, 12th Floor
New Haven, CT 06511
DEERFIELD, IL
9 Parkway North, Suite 200
Deerfield, IL 60015
IRVINE, CA
1920 Main Street, Suite 950
Irvine, CA 92614
Marcum Benefits Marketplace
© 2018 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Notice