Marriott Securities, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
149323
Registered since
August 19, 2009

Firm profile

FINTRX

Overview

Marriott Securities, LLC is organized as a limited liability company and is registered with the SEC (registration dating to 2009). FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The source record indicates ownership by a domestic entity/individual. Available reporting on the firm is sparse. FINTRX flags that Marriott Securities is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Details about its client base, fee schedule, core business lines, and advisory activities are not provided in the data set.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Gilman

    Independent ContractorCRD 2657604

Contacts

3 of 8
  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Jeffrey Moore

    Jeffrey Moore

    Team LeadCRD 4140387

  • Justin Marriott

    Justin Marriott

    Founder and Managing DirectorCRD 2787225

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
3 James Ctr 1051 E Cary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth