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Advisors / Florida / West Palm Beach
26yrs

Steven Marcus

Full name on record: Steven E. Marcus

Financial advisor at Global Trust

Steven Marcus has worked in the financial industry for 26 years and is a fiduciary financial advisor based in West Palm Beach, Florida. After 16 years at Financial Security Services, Steven joined Global Trust in 2017, a firm offering investment management. Global Trust reports being paid through a percentage of assets.

One of 476 advisors with offices in West Palm Beach, and one of 439 fiduciaries.

West Palm Beach, FLFiduciary advisorFee-only firm
Call Global TrustDirections

At a glance

Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors nationwide
OfficeWest Palm Beach, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.68 million
Advisors at the firm8
States licensed ?1 state

Services through Global Trust

Investment 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 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
    Global TrustCurrent firm
  2. 2001 – 2016
    Financial Security Services, LLCPreviously

Contact Steven

(561) 472-0191Firm headquarters in Palm Beach Gardens, FL. Ask for Steven. West Palm Beach, FLOffice · Get directions LinkedIn pageGlobal Trust

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Questions to ask Steven

Tailored to Steven’s registration and firm.

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

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call Global Trust at (561) 472-0191 and ask for Steven Marcus. Steven works from the West Palm Beach, FL office.

How long has Steven been a financial advisor?

Steven has been in the industry since 2001, about 26 years. More experience than 74% of advisors nationwide.

What licenses does Steven hold?

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

Is Steven a fiduciary?

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

How is Steven paid?

Global Trust reports being paid by a percentage of the assets they manage. Ask Steven 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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