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Financial ADVSR advisor directory · SEC adviser records

Marquis Wealth Management Group financial advisors in Florida

Every SEC-registered investment adviser representative at a Marquis Wealth Management Group office in Florida, by city and A to Z.

The short answer

5 registered advisors work at Marquis Wealth Management Group in Florida, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Myers (5). 4 list the CFP designation and 0 are also registered broker representatives.

Marquis Wealth Management Group advisors by city in Florida

Every firm in Florida →

Fort Myers 5

Marquis Wealth Management Group advisors in Florida, A to Z

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Marquis Wealth Management Group advisors in every state →Marquis Wealth Management Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Marquis Wealth Management Group financial advisors are in Florida?

5 investment adviser representatives are registered at Marquis Wealth Management Group offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does Marquis Wealth Management Group have the most advisors?

Fort Myers, with 5. Marquis Wealth Management Group has advisors in 1 city in Florida.

How do I check a Marquis Wealth Management Group advisor in Florida?

Each advisor below 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. Advisors are listed at the city of the Marquis Wealth Management Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.