MARRIOTT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
8
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Marriott Securities, LLC is a limited liability company registered with the SEC in 2009 and classified in the source data as an investment bank. The firm is owned by a domestic entity and an individual. The snapshot data indicates the firm does not act as a capital allocator and is not registered or described as a multi-state adviser, pension consultant, or related adviser. The record also flags that Marriott Securities, LLC is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW GILMAN

    Independent ContractorCRD 2657604

Contacts

3 of 7
  • CONNER WAGSTAFF

    DirectorCRD 1427591

  • JEFFREY MOORE

    Team LeadCRD 4140387

  • JUSTIN MARRIOTT

    Founder and Managing DirectorCRD 2787225

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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