Steven Marcus has been an investment adviser representative at Global Trust Asset Management since April 2017, and is not listed among the firm’s executive officers or direct owners. Steven Marcus holds a Bachelor of Science in Biology from Brooklyn College of the City University of NY.
Global Trust Asset Management, LLC is a Palm Beach Gardens, FL firm with $450M under management, 276 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Steven E. Marcus is Chief Investment Officer of Global Trust Asset Management, LLC. He manages the firm's equity portfolios, conducting research and selecting investment securities, which include stocks, exchange-traded funds, alternative investments and options. He was formerly President and Chief Investment Officer and co-founder of Financial Security Services LLC.
Steven Marcus’ longest registration was 15 years at Financial Security Services, LLC (2001–2016). Before joining Global Trust Asset Management in 2017, Steven Marcus was registered through Financial Security Services, LLC.
- Global TrustCurrent– present · 9 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 143120
- Financial Security Services, LLC– · 15 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 135122
Investment adviser representative registrations
Steven Marcus is registered as an investment adviser representative in Florida, since April 2017.
- FloridaSince 5 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven E. Marcus
- CRD
- 4951251
- Firm
- Global Trust Asset Management · CRD 143120
- Office
- West Palm Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gbltrust.com
Where does Steven Marcus work?
Steven Marcus is an investment adviser representative registered through Global Trust Asset Management, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Steven Marcus a financial advisor?
Yes. Steven Marcus has a current investment-adviser registration in Florida, through Global Trust Asset Management since April 2017.
How many years of experience does Steven Marcus have?
Steven Marcus has 25 years in the financial industry, since June 2001, across 2 adviser firms.
What exams has Steven Marcus passed?
Steven Marcus passed the Series 65 in January 2001.
Where did Steven Marcus work before Global Trust Asset Management?
Before Global Trust Asset Management, Steven Marcus was registered through Financial Security Services, LLC, March 2001 to December 2016.
Where is Steven Marcus based?
Steven Marcus’ registered office is in West Palm Beach, FL.
Is Steven Marcus registered with FINRA?
No. Steven Marcus has no current broker registration.
How can I verify Steven Marcus’ record?
Search CRD 4951251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Marcus’ full registration record.
