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Financial ADVSR advisor directory · SEC adviser records

Marsh Agency Wealth Advisors LLC financial advisors

Every SEC-registered investment adviser representative at Marsh Agency Wealth Advisors LLC, by the state and city of the office they work from.

The short answer

19 registered advisors work at Marsh Agency Wealth Advisors LLC, in 3 states and 4 cities; the most are in Conshohocken, PA (15). 3 list the CFP designation and 17 are also registered broker representatives.

Search every Marsh Agency Wealth Advisors LLC advisor by name →Who joined and left Marsh Agency Wealth Advisors LLC →Marsh Agency Wealth Advisors LLC: assets, clients and custodians →

Cities with the most Marsh Agency Wealth Advisors LLC advisors

Conshohocken, PA 15San Diego, CA 2Philadelphia, PA 1Saddlebrook, NJ 1

Marsh Agency Wealth Advisors LLC advisors by state

Marsh Agency Wealth Advisors LLC in Pennsylvania 16

Conshohocken 15Philadelphia 1

Marsh Agency Wealth Advisors LLC in California 2

San Diego 2

Marsh Agency Wealth Advisors LLC in New Jersey 1

Saddlebrook 1

Questions

How many financial advisors does Marsh Agency Wealth Advisors LLC have?

19 investment adviser representatives are registered with Marsh Agency Wealth Advisors LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 3 list the CFP designation and 17 are also registered as broker representatives.

Where does Marsh Agency Wealth Advisors LLC have the most advisors?

Conshohocken, PA, with 15 registered advisors, then San Diego, CA (2). By state, Pennsylvania has the most, with 16.

How do I find a Marsh Agency Wealth Advisors LLC financial advisor near me?

Pick your state below, then your city, to see every Marsh Agency Wealth Advisors LLC 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 Marsh Agency Wealth Advisors LLC 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 →