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
Jason Marcieski
Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehouseGreensburg, Padual registrantIAPD 3217336
Feed of 09/14/2026
Also filed as Jason Joseph Marcieski
At current firm
1 y
since Nov 11, 2024
In the industry
23 y
since Jun 3, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Nov 11, 2024 · Greensburg, Pa
- Vicus Capital, Inc. independent RIAMay 9, 2023 to Sep 24, 2024 · Grove City, Pa
- Investment Professionals, Inc. formerDec 22, 2011 to Mar 19, 2013 · San Antonio, Tx
- Pnc Wealth Management BD affiliatedJan 1, 2004 to Dec 12, 2011 · Blairsville, Pa
- J.J.B. Hilliard, W.L. Lyons, LLC formerJun 3, 2003 to Jan 1, 2004 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Vicus Capital, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 24, 2024, registered Nov 11, 2024 (48 days) · RIA to wirehouse
- Investment Professionals, Inc. to Vicus Capital, Inc.left Mar 19, 2013, registered May 9, 2023 (3703 days) · Other
- Pnc Wealth Management to Investment Professionals, Inc.left Dec 12, 2011, registered Dec 22, 2011 (10 days) · Other
- J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Managementleft Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
Signals
- Jason Marcieski left Vicus Capital, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-11-11)Sep 24, 2024 · Advisor changed firm · fact
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
- Wirehousederived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address