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  • 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 >>

     
     
 
 
 
 
 
 
MANAGEMENT
 
ABOUT US

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

10 Melville Park Rd
Melville, NY 11747
Phone: 631.414.4020
Email: steven.brett@marcumfs.com

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
Foundations
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

Education
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

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, 8th 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
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