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Advisors / Illinois / Northfield
36yrs

Daniel Marcus

Financial advisor at Marcus Capital

Based in Northfield, Illinois, Daniel Marcus is a fiduciary financial advisor with 36 years of industry experience. Daniel has been with Marcus Capital since 2025; before that, Daniel spent three years at J.P. Morgan Securities. Marcus Capital offers financial planning and investment management and is paid through a percentage of assets and flat fees.

One of 70 advisors with offices in Northfield, and one of 60 fiduciaries.

Northfield, IL 60093Top 6% by experience in IllinoisFiduciary advisor
Call the officeDirections

At a glance

Experience36 years (since 1990)
How that compares ?Top 6% by experience in Illinois
OfficeOne Northfield Plaza Suite 222, Northfield, IL 60093
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.32 million
Advisors at the firm2
States licensed ?2 states

Services through Marcus Capital

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. May 2025 – now
  2. 2001 – 2004

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Marcus Capital at (847) 313-4326 and ask for Daniel Marcus. Daniel works from the Northfield, IL office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 1990, about 36 years. Top 6% by experience in Illinois.

What licenses does Daniel hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Marcus Capital reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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