Steven Brett, President at Marcum Financial Services LLC

Steven Brett

President at Marcum Financial Services LLC | Melville, New York, United States

Profile last verified July 2026
Financial Services Verified Profile Melville, New York, United States
Verified

Work Email

***@wealthenhancement.com

Last verified August 2026

Personal Email

***@marcumfs.com

Personal • High Confidence

Phone Number

631*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Steven Brett Socials
Steven Brett Work Experience

President at Marcum Financial Services LLC in October 2009 - Present

Branch Manager at Raymond James in November 2009 - Present

Managing Director, Partner at Marcum Wealth in October 2009 - Present

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Senior Financial Advisor at Merrill Lynch in July 2003 - November 2009

Nasdaq Market Maker / Institutional Trader at Goldman Sachs in January 1999 - July 2003

Steven Brett Skills
Wealth Management Investments Strategic Financial Planning Estate Planning Succession Planning Mutual Funds Retirement Financial Services Wealth Series 7 Investment Advisory Securities Qualified Retirement Plans retirement income planning Charitable Gift Planning Income Protection Wealth Preservation Planning Multi-generational wealth transfer Wine Jogging Football Athletics Health Program Planning Asset Managment Asset Allocation Finance Retirement Planning FINRA Financial Planning High Net Worth Individuals Bonds Asset Management Life Insurance Financial Advisory
About Steven Brett’s Current Company
Marcum Financial Services LLC

At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. Legal Notice: www.marcumwealth.com/legal

Discover more about Marcum Financial Services LLC
Steven Brett’s Colleagues
Robert Coode

Robert Coode

Greater Cleveland

Senior VP - Financial Advisor / Aurum Group at Wealth Enhancement

Senior VP - Financial Advisor / Aurum Group at Wealth Enhancement at Wealth Enhancement
(May 2025 – Present)

Peter Hoffmann

Peter Hoffmann

Conshohocken, Pennsylvania, United States

Senior VP, Financial Advisor | The Hoffmann Butler Team at Wealth Enhancement

Senior Vice President- Financial Advisor | The Hoffmann Butler Team at Wealth Enhancement at Wealth Enhancement
(May 2025 – Present)

Bob Coode

Bob Coode

Cleveland, Ohio, United States

Managing Director and Partner at Marcum Wealth

Managing Director and Patner at Marcum Wealth
(July 2019 – Present)

Feliza Ramsaran

Feliza Ramsaran

Jamaica, New York, United States

Experienced Client Associate in Wealth Management

Client Service Associate at Marcum Wealth
(Mar 2022 – Present)

Lori Plescia

Lori Plescia

Chesterfield, Missouri, United States

Partner at Marcum LLP/Financial Advisor at Marcum Wealth

Managing Director at CBIZ
(Nov 2024 – Present)

Jessica Amazon

Jessica Amazon

Fort Lauderdale, Florida, United States

Paralegal at Marcum LLP

Paraprofessional at Marcum Wealth
(Mar 2021 – Present)

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Frequently asked questions about Steven Brett

What is Steven Brett email address?

Email Steven Brett at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Steven Brett's email found in 2026.

What is Steven Brett phone number?

Steven Brett phone number is 631-414-4020 and 5165516656.

How to contact Steven Brett?

To contact Steven Brett send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Steven Brett try calling on 631-414-4020 and 5165516656.

What company does Steven Brett work for?

Steven Brett works for Marcum Financial Services LLC.

What is Steven Brett's role at Marcum Financial Services LLC?

Steven Brett is President

What industry does Steven Brett work in?

Steven Brett works in the Financial Services industry.

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