CM

Clifford E. Marstiller

WESTMINSTER FINANCIAL ADVISORY
ELKINS, WV 26241
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CRD#: 1387237
CM

Professional summary


Clifford Earle Marstiller, CFP®, who also goes by Cliff Marstiller, is a registered financial advisor currently at WESTMINSTER FINANCIAL ADVISORY CORP located in Elkins, West Virginia and WESTMINSTER FINANCIAL SECURITIES, INC. located in Elkins, West Virginia.

Clifford is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Clifford has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer


What are your service offerings?
Elder Care
Tax Planning
Investment Planning
Estate Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Insurance Planning
Are you a "fiduciary"?
Yes

Aliases


Cliff Marstiller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Clifford Earle Marstiller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

June 29, 2004 - Present

WESTMINSTER FINANCIAL ADVISORY CORP

Office #1: 102 South Randolph Avenue, Elkins, WV 26241
RIA
CRD#: 110283
ELKINS, WV
Current

May 28, 1999 - Present

WESTMINSTER FINANCIAL SECURITIES, INC.

Office #1: 102 South Randolph Ave, Elkins, WV 26241
BD
CRD#: 20677
Elkins, WV
Past

January 3, 1994 - May 13, 1999

SECWEST SECURITIES, INC.

BD
CRD#: 25966
FT. LAUDERDALE, FL
Past

October 16, 1986 - January 19, 1994

THOMAS M. NIXON & ASSOCIATES, INC.

BD
CRD#: 17047
PITTSBURGH, PA
Past

July 23, 1985 - October 1, 1986

MANAGED INVESTMENTS, INC.

BD
CRD#: 2640

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK

CRD#: 110283 / SEC#: 801-29690

RIA
Registered Investment Advisory firm - (6/15/1987 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/21/2015)
RR
Maryland
(2/22/2016)
RR
North Carolina
(6/16/2022)
RR
Pennsylvania
(1/21/2015)
RR
South Carolina
(1/4/2016)
RR
Texas
(9/29/2023)
RR
West Virginia
(6/1/1999)
IAR
West Virginia
(6/29/2004)

Exams


State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WF
WESTMINSTER FINANCIAL ADVISORY CORP
ADVANCED FINANCIAL ADVISORS LLC | WESTMINSTER FINANCIAL ADVISORY CORP | TUDOR FINANCIAL | THE FINANCIAL SHERPA | SMITH WYND CAPITAL | SHOOP WEALTH MANAGEMENT | SBC INVESTMENT SERVICES | INVESTMENT SERVICES OF HARTFORD | INNOVATIVE INVESTMENTS | GOLDBERG LARKIN | AMERICAN NETWORK

CRD#: 110283 / SEC#: 801-29690

RIA
Registered Investment Advisory firm - (6/15/1987 Approved)
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Contact information


Main Address
50 Chestnut Street Suite A-400, Beavercreek, OH 45440
Mailing Address
Phone number
(937) 898-5010
Established
Firm type
Fiscal year end
# of Employees
46

SEC notice filing (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts3,255
AUM (Assets Under Management)$ 1,224,901,646

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/11/2025
11/14/2024
02/26/2024

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESTMINSTER FINANCIAL ADVISORY CORP

CRD#: 110283Elkins, WV 26241

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Contact information


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