Craig Saleem Marcello II
Investment Adviser Representative at Turning Point Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Craig Saleem Marcello II is an investment adviser representative with Turning Point Financial in Covington, LA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Louisiana.
Registrations & licenses
- Investment adviser:
- Louisiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sacred Heart Apostolic SchoolJul 2014 – Jun 2019Rolling Prairie, IN
- Legion of Christ NovitiateAug 2019 – Feb 2020Cheshire, CT
- Unemployed - CovidFeb 2020 – Aug 2020Covington, LA
- The Chimes CovingtonAug 2020 – Apr 2021Covington, LA
- Stone Creek Club and SpaMar 2021 – Jan 2022Covington, LA
- Northwestern State UniversityAug 2021 – Dec 2021Natchitoches, LA
- Bradken Inc.Jan 2022 – May 2022Atchison, KS
- St. Joseph's ChurchMay 2022 – Mar 2023Shreveport, LA
- Lifetime AdvisorsMay 2022 – Aug 2022Shreveport, LA
- Superior's SteakhouseMar 2023 – Dec 2024Shreveport, LA
- Armor DocumentationJul 2024 – Oct 2025Bossier City, LA
- Morris and DicksonDec 2024 – May 2025Shreveport, LA
- Turning Point FinancialMay 2025 – no end date reportedFrederick, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Turning Point Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning (including the Compass Journey™ process), tax planning, business advisory and succession planning, insurance, and certified public accounting services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Frederick, MD
- SEC file number:
- 801-116895
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
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Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Saleem Marcello II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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