TJ
Timothy John Marchesi
CRD 3241095
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Demarche Associates Inc | Registered representative | 07/20/2026 |
| Discretionary Management Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Demarche Associates Inc
Chairman, President, Ceo, Owner · Less than 5% · Mar 2024
-
Demarche Associates Inc
Trustee · GP / trustee / elected manager · Mar 2024
-
Discretionary Management Services, Llc
President, Portfolio Manager & Cio · Less than 5% · Mar 2024
-
Discretionary Management Services, Llc
Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗