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Marian S
Series 66
Miami, FL
Level Four Advisory Services
Marian Stupka is a financial advisor at Level Four Advisory Services with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets, CGI Merchant Capital, Alveo Wealth Management, and Holdun Family Office. Outside of advisory work, he owns and manages a real estate investment business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm uses model portfolios and a combination of firm-sponsored wrap platforms and sub-advisors, with a structure that includes broker-dealer and trust affiliations and specialized municipal and tax-exempt strategies.
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