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Marcum Financial Services

Steven D. Brett


 
President
Marcum Financial Services, LLC
Branch Manager
Raymond James Financial Services
 

10 Melville Park Road
Melville, NY 11747

With more than 20 years of combined investment and business experience, Steven D. Brett, joined Marcum Financial Services, LLC after spending several years with a leading global financial institution. As a Raymond James financial advisor, Mr. Brett is dedicated to helping clients manage the wealth they have already achieved and then attempt to reach even greater financial heights. To accomplish these goals he 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.

Mr. Brett’s financial services background has been shaped by the challenge and intellectual stimulation gained from working several years on an institutional trading desk collaborating with the leading money managers and traders in the industry. He has utilized this experience and knowledge within the private client group to advise his clients, and finds its greatest reward to be the close relationships he has built with clients over the years.

Mr. 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.

Mr. Brett's diversified experience also includes owning a manufacturing and importing company.

Professional & Civic Affiliations
  • Financial Planning Association of Long Island, Member
  • Financial Services Institute, Inc., Member
  • Special Needs Network of Financial Advisors
  • Jericho Youth Football League, Co-founder
  • Ithaca College, Intercollegiate Football Program
  • Jericho Jayhawks Booster Association, President
Accreditations & Designations
  • Accredited Retirement Plan Consultant (ARPC)
Subject Matter Expertise

Asset Preservation Planning
Wealth Management
Retirement Planning
College Planning
Investment Planning
Portfolio Development
Legacy Planning

Practice Focus

High Net-Worth Individuals & Families
Business Owners
Foundations
Families of Individuals with Disabilities

Education

Bachelors of Science, Marketing
Ithaca College

Check the background of this investment professional on
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ABOUT RAYMOND JAMES

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 Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

OFFICES

Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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