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Financial ADVSR advisor directory · SEC adviser records

Marquis Wealth Management Group financial advisors in Fort Myers, FL

Every SEC-registered investment adviser representative at a Marquis Wealth Management Group office in Fort Myers, A to Z.

The short answer

5 registered advisors work at Marquis Wealth Management Group in Fort Myers, out of 5 at the firm nationwide; it ranks number 25 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Marquis Wealth Management Group advisors in Fort Myers, A to Z

Every Marquis Wealth Management Group advisor →

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

Other firms in Fort Myers

All Fort Myers advisors →

Morgan Stanley 27Ameriprise Financial Services, LLC 22LPL Financial LLC 22Wells Fargo Advisors Financial Network, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Park Avenue Securities LLC 18Raymond James & Associates, Inc. 18UBS Financial Services Inc. 15Wells Fargo Clearing Services, LLC 15Cetera Investment Advisers LLC 14Raymond James Financial Services Advisors, Inc. 14Stifel, Nicolaus & Company, Incorporated 11

Questions

How many financial advisors does Marquis Wealth Management Group have in Fort Myers?

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

Is Marquis Wealth Management Group one of the largest advisor employers in Fort Myers?

Marquis Wealth Management Group ranks number 25 in Fort Myers by registered advisors; Morgan Stanley has the most, with 27.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.