DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Marc Claude Zeitoun
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Marc Zeitoun
At current firm
9 y
since May 15, 2017
In the industry
30 y
since Oct 10, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Columbia Management Investment Advisers, LLC asset manager currentsince May 15, 2017 · Boston, Ma
- Guggenheim Investments asset managerApr 14, 2009 to May 7, 2012 · New York, Ny
- Security Global Investors unclassifiedApr 14, 2009 to Oct 12, 2010 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Guggenheim Investments to Columbia Management Investment Advisers, LLCleft May 7, 2012, registered May 15, 2017 (1834 days) · Other
- Security Global Investors to Guggenheim Investmentsleft Oct 12, 2010, registered Apr 14, 2009 (-546 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address