Investment adviser representative · Cantor Fitzgerald Investment Advisors
David J. Marshall
CRD 863290 · Lynchburg, VA
At a glance
David J. Marshall is an investment adviser representative with Cantor Fitzgerald Investment Advisors in Lynchburg, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1994, about 32 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Cantor Fitzgerald Investment AdvisorsSince July 2021Lynchburg, VA · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.