President and CCO · TAM Financial Advisors, LLC
Michael L. Marvin
CRD 4667334 · Named on Form ADV at one SEC-registered adviser
At a glance
TAM Financial Advisors, LLC, an SEC-registered wealth manager with $171 million in regulatory assets, lists Michael L. Marvin on its Form ADV as President and CCO, a control person.
Firms and roles
- TAM Financial Advisors, LLCPresident and CCOWealth manager · United States · $171M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.