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Steven D. Brett
Marcum Financial Services LLC
Branch Manager,
Raymond James Financial Services

10 Melville Park Rd
Melville, NY 11747
Phone: 631.414.4020

Areas of Expertise
Asset Protection Planning
Wealth Management
Retirement Planning
College Planning
Investment Planning
Portfolio Development
Legacy Planning

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

Check the background of this investment professional on
FINRA's BrokerCheck

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

Bachelors of Science, Marketing
Ithaca College

Accreditations & Designations
Accredited Retirement Plan Consultant (ARPC)

*Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Marcum Financial Services LLC, Marcum Group and Marcum LLP are not affiliated with Raymond James Financial Services, Inc.


Check the background of this firm on FINRA's BrokerCheck

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.

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