Marc
Abello

Comerica Securities

CRD#5172370
Investment Advisor
in Austin, TX
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About this Advisor

Marc Abello is a certified financial planner working in Austin, Texas, who has been in the financial industry for 12 years. Abello works at Comerica Securities. Abello has gained experience at Chase Bank, Chase Investment Services Corp, J.P. Morgan Securities LLC, Comerica Securities, Inc and Comerica Bank. Abello holds a Series 63 license, designating them as a securities agent, and is registered to work in Texas. Comerica Securities is a financial advisory firm headquartered in Austin, Texas. It has offices in 32 locations and a total of 295 employees. It has $1 billion in assets under management between its 2,894 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 2,894 client accounts, 25% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the services offered. Fee types charged by Comerica Securities most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

300 West 6Th Street
Austin, TX 78701

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Comerica Securities Brokerage Details

Total Assets Under Management

$1,426,650,065

TX Average: $943,424,332
Total Number of Employees

295

TX Average: 21
Total Number of Accounts

2,894

TX Average: 1,586
Average Account Size

$492,968

TX Average: $594,845

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Marc Abello Work History

Marc has 12 years of experience.

2013 - Present (6 years)

Comerica Securities, Inc

2013 - Present (6 years)

Comerica Bank

2012 - 2013 (1 years)

J.P. Morgan Securities LLC

2006 - 2013 (7 years)

Chase Bank

2006 - 2012 (6 years)

Chase Investment Services Corp

Disclosures

Marc Abello has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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