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.
At a glance
Services through Marcus Capital
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.
Career
- May 2025 – nowMarcus Capital, LLCCurrent firm
- 2001 – 2004J.P. Morgan Securities LLCPreviously
Contact Daniel
(847) 313-4326Marcus Capital main office One Northfield Plaza Suite 222Northfield, IL 60093Office · Get directions Firm websiteHTTP://WWW.MARCUSCAPITAL.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.