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Detailed Report
MARC ANTHONY PANARO
CRD#: 2825966
IA
Investment Adviser
B
Broker
CAPITAL ANALYSTSCRD#: 162200 2293 Millersport Highway
Getzville, NY 14068
LINCOLN INVESTMENTCRD#: 519 61 John Muir Dr.
Ste. 100
Amherst, NY 14228
Registration History
20002002200420062008201020122014201620182020202220242026IACAPITAL ANALYSTS (CRD# 162200)2023 - Present (1 year)IALINCOLN INVESTMENT (CRD# 519)2019 - Present (5 years)BLINCOLN INVESTMENT (CRD# 519)2017 - Present (8 years)BLEGEND EQUITIES CORPORATION (CRD# 30999)2003 - 2017 (13 years)BAXA ADVISORS, LLC (CRD# 6627)1999 - 2002 (3 years)BTHE EQUITABLE LIFE ASSURANCE S... (CRD# 4039)1999 - 2000 (<1 year)IALEGEND ADVISORY, LLC (CRD# 104761)2014 - 2019 (5 years)
License(s)

State Registrations

B
Georgia 1/3/2017
B
Pennsylvania 1/3/2017
B
Michigan 1/4/2021
IA
Pennsylvania 4/5/2019
B
New York 1/3/2017
B
Virginia 1/3/2017
IA
New York 3/25/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAPITAL ANALYSTS (CRD#:162200)
2293 Millersport Highway, Getzville, NY 14068
Registered with this firm since 8/24/2023
IA
LINCOLN INVESTMENT (CRD#:519)
61 John Muir Dr. Ste. 100, Amherst, NY 14228
Registered with this firm since 4/5/2019
B
LINCOLN INVESTMENT (CRD#:519)
61 John Muir Dr. Ste. 100, Amherst, NY 14228
Registered with this firm since 1/3/2017
Previous Registration(s)
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IA
 07/31/2014 - 10/04/2019 LEGEND ADVISORY, LLC (CRD#:104761) GETZVILLE, NY
B
 02/19/2003 - 01/03/2017 LEGEND EQUITIES CORPORATION (CRD#:30999) GETZVILLE, NY
B
 03/02/1999 - 12/11/2002 AXA ADVISORS, LLC (CRD#:6627) NEW YORK, NY
B
 03/02/1999 - 01/05/2000 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.