MF
Marvin E. Flewellen
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CRD#: 2456195
MF
Marvin Edward Flewellen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marvin Edward Flewellen was a registered financial professional .
Marvin is a previously registered financial professional and started their career in finance in 1994. Marvin had worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.
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.
(1) 100 BLACK MEN OF AMERICA - ATLANTA CHAPTER; NOT INVESTMENT RELATED; 101 JACKSON STREET NE, ATLANTA, GEORGIA 30312, USA; MENTORING YOUNG PEOPLE IN THE ATLANTA COMMUNITY AND ENHANCING SCHOLARSHIP OPPORTUNITIES; FINANCIAL SECRETARY - OVERSEE THE FINANCIAL STRUCTURE OF THE ORGANIZATION, MEMBERSHIP COMMITTEE, ELECTION COMMITTEE, GOLF COMMITTEE, AUDIT SUB-COMMITTEE, PROGRAM COMMITTEE, FINANCE COMMITTEE CHAIR; START: 01/2019; 10 HRS/MO, NOT DURING TRADING HOURS; GENERAL OVERSIGHT, NON-SPECIFIC, MENTORING, FUNDRAISING, ETC. ENSURE THE FINANCIAL HEALTH OF THE ORGANIZATION THROUGH TRANSPARENCY, OVERSIGHT, AND OVERALL LEADERSHIP. LEAD THE FINANCE COMMITTEE TO OVERSEE THE FINANCES OF THE ORGANIZATION - NO SIGNING AUTHORITY (2) DEPAUW UNIVERSITY; NOT INVESTMENT RELATED; 204 E. SEMINARY, GREENCASTLE, INDIANA USA; UNIVERSITY - HIGHER EDUCATION; DEPAUW CAMPAIGN STEERING COMMITTEE; START: 06/2023; 10 HRS/MO AND NOT DURING TRADING HOURS; ASSIST IN DEVELOPING PLANS AND STRATEGIES FOR THE CAMPAIGN BY WORKING WITH THE UNIVERSITY CABINET AND OTHER LEADERSHIP VOLUNTEERS. ASSIST WITH THE CULTIVATION, SOLICITATION AND STEWARDSHIP OF BOARD MEMBERS AND OTHER KEY DONORS, AS APPROPRIATE. HELP SELECT AND EVALUATE PROSPECTIVE DONORS AND CULTIVATE AND SOLICIT LEADERSHIP GIFTS AND MAJOR GIFTS THROUGH PERSONAL MEETINGS AND OTHER CONTACTS. (3) SENTINEL ON THE RIVER HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; 1465 NORTHSIDE DRIVE, SUITE 128, ATLANTA, GEORGIA 30318, USA; HOMEOWNER ASSOCIATION, INC. ITEMS SUCH AS SAFETY, BEAUTIFICATION, FELLOWSHIP, AND GOVERNANCE. THE PURPOSE IS TO ENHANCE THE NEIGHBORHOOD TO FOSTER A GREAT LIVING ENVIRONMENT; TREASURER; START: 01/2022; 05HRS/MO, NOT DURING TRADING HOURS; GENERAL - MEMBERSHIP LEAD ORGANIZATION; OUR HOMEOWNERS USE AN OUTSIDE VENDOR TO ADDRESS THE ONGOING MAINTENANCE AND GOVERNANCE AREAS. (4) 100 BLACK MEN OF AMERICA - ATLANTA CHAPTER; NOT INVESTEMENT RELATED; 101 JACKSON STREET NE, ATLANTA, GEORGIA 30312, USA; ORGANIZATION HAS FOUR PILLARS: 1) MENTORING, 2) EDUCATION, 3) HEALTH/WELLNESS, AND 4) ECONOMIC EMPOWERMENT; CHAIR ELECT - NEXT CHAIRMAN OF THE ORGANIZATION EFFECTIVE 5/2027; START: 10/2018; 12HRS/MO, MINIMAL HRS DURING TRADING HOURS; OVERSEE AND IMPLEMENT THE ORGANIZATION'S STRATEGY TO DELIVER THE FOUR PILLARS OF MENTORING, EDUCATION, HEALTH/WELLNESS, AND ECONOMIC EMPOWERMENT TO THE YOUTH OF ATLANTA, PRIMARILY WITHIN THE BANKHEAD NEIGHBORHOOD.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
June 14, 2017 - May 4, 2026
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
ATLANTA, GA
Past
December 7, 2007 - May 4, 2026
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
Atlanta, GA
Past
July 15, 2005 - December 7, 2007
AT INVESTOR SERVICES, INC.
BD
CRD#: 47837
LOUISVILLE, KY
Past
April 3, 2003 - July 15, 2005
GPC SECURITIES, INC.
BD
CRD#: 14007
ATLANTA, GA
Past
April 2, 2001 - May 8, 2002
DEAM INVESTOR SERVICES, INC.
BD
CRD#: 754
NEW YORK, NY
Past
January 2, 1996 - November 13, 2000
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
Past
February 18, 1994 - January 2, 1996
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
DENVER, CO
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".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)Loading...
Contact information
Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
