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Financial ADVSR advisor directory · SEC adviser records

Marquis Wealth Management Group financial advisors

Every SEC-registered investment adviser representative at Marquis Wealth Management Group, by the state and city of the office they work from.

The short answer

5 registered advisors work at Marquis Wealth Management Group, in 1 state and 1 city; the most are in Fort Myers, FL (5). 4 list the CFP designation and 0 are also registered broker representatives.

Cities with the most Marquis Wealth Management Group advisors

Fort Myers, FL 5

Marquis Wealth Management Group advisors by state

Questions

How many financial advisors does Marquis Wealth Management Group have?

5 investment adviser representatives are registered with Marquis Wealth Management Group, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 4 list the CFP designation and 0 are also registered as broker representatives.

Where does Marquis Wealth Management Group have the most advisors?

Fort Myers, FL, with 5 registered advisors. By state, Florida has the most, with 5.

How do I find a Marquis Wealth Management Group financial advisor near me?

Pick your state below, then your city, to see every Marquis Wealth Management Group advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Marquis Wealth Management Group offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →