Donald R. Scholz
THE MARSHALL FINANCIAL GROUP,
Doylestown, PA 18901
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CRD#: 1400922
Professional summary
Donald Robert Scholz, CFP® is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP, INC located in Doylestown, Pennsylvania.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Donald has worked at 9 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
Seasonal rental real estate. Investment related. 1410 Central Ave Ocean City, New Jersey. Rental property in Ocean City NJ. Co-owner/landlord with spouse. 5 hours per month in season (May-September). O hours during securities trading hours. Realtors hired to help manage the business.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Robert Scholz's 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®
Start date: 1989
Experience
Current
February 23, 1994 - Present
THE MARSHALL FINANCIAL GROUP, INC
Office #1: 33 West Court Street, Doylestown, PA 18901Office #2: 33 West Court Street, Doylestown, PA 18901RIA
CRD#: 110935
Doylestown, PA
Past
January 2, 2002 - June 22, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
DOYLESTOWN, PA
Past
June 22, 1992 - December 31, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
October 1, 1990 - June 24, 1992
KAVANAUGH SECURITIES, INC.
BD
CRD#: 10606
DALLAS, TX
Past
April 12, 1988 - September 14, 1990
TRANSAMERICA SECURITIES SALES CORPORATION
BD
CRD#: 17970
LOS ANGELES, CA
Past
April 12, 1988 - September 14, 1990
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
May 13, 1987 - April 18, 1988
AMERICAN PREFERRED SECURITIES, INC.
BD
CRD#: 10959
Past
March 31, 1986 - May 6, 1987
NEW ENGLAND SECURITIES
BD
CRD#: 615
Past
November 11, 1985 - December 23, 1985
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
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".
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(2/23/1994)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
THE MARSHALL FINANCIAL GROUP, INC
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935 / SEC#: 801-62319
RIA
Registered Investment Advisory firm - (8/29/2003 Approved)California
Registered Investment Advisory firm - (9/25/2003 Terminated)Connecticut
Registered Investment Advisory firm - (8/29/2003 Terminated)Florida
Registered Investment Advisory firm - (9/25/2003 Terminated)Maryland
Registered Investment Advisory firm - (9/25/2003 Terminated)New York
Registered Investment Advisory firm - (9/25/2003 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/24/2003 Terminated)Texas
Registered Investment Advisory firm - (9/25/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
33 West Court Street, Doylestown, PA 18901
Mailing Address
Phone number
(215) 348-9393
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,579 |
| AUM (Assets Under Management) | $ 866,412,770 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/12/2025 | ||
| 09/06/2024 | ||
| 04/09/2024 | ||
| 01/19/2023 |
Red Flags
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Company Information
THE MARSHALL FINANCIAL GROUP, INC
CRD#: 110935Doylestown, PA 18901TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
