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 recorded as an investment bank that first registered with the SEC in 2009. Ownership is listed as a domestic entity/individual rather than a public parent, and the firm's snapshot identifies it more as an investment-banking intermediary than a traditional discretionary asset manager. The firm's profile indicates it does not act as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The available record does not list advisory business lines, fee schedules, or a defined client base, which aligns with its investment‑bank classification and suggests primary activity is likely transactional or capital-markets oriented rather than managing client portfolios.

Assets & Accounts

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

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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