Marriott Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
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 classified as an investment bank. Public data indicate domestic entity and individual ownership rather than being structured as a large institutional RIA or a capital allocator. The firm does not identify itself as active in ESG investing and is not listed as a multi-state adviser or a pension consultant. There is limited disclosure about the firm’s specific business lines, client segments, fee schedules, or advisory activities in the source material. The available descriptors suggest a boutique or specialized intermediary role rather than a traditional asset-management-focused registered investment adviser. The firm is not identified as a related adviser to another manager, and it is not flagged as newly formed in the dataset.

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 9
  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Justin Marriott

    Justin Marriott

    Founder and Managing DirectorCRD 2787225

  • Bryan Burden

    Bryan Burden

    Managing DirectorCRD 4033742

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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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