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Gordon M. Marchand

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CRD#: 2462298
GM

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.

Gordon Michael Marchand, who also goes by Gordon Marchand, was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 1995. Gordon had worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gordon Marchand

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.
CHASE INVESTMENT COUNSEL; BUSINESS IS INVESTMENT-RELATED; 300 PRESTON AVENUE, SUITE 500, CHARLOTTESVILLE, VA 22902;INVESTMENT ADVISORS; DIRECTOR; START DATE 10/2009 - PRESENT; HOURS/MONTH DEVOTED TO BUSINESS:5 HOURS; HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS: 5 HOURS; IS A DIRECTOR ON THE FIRM'S BOARD OF DIRECTORS. AOUNDS HEARING, INC.; BUSINESS IN NOT INVESTMENT-RELATED; 4405 E. BASELINE ROAD, SUITE 114, PHOENIX, AZ 85042; MANUFACTURER OF HEARING AIDES; DIRECTOR; START DATE: 2/2009; HOURS/MONTH DEVOTE TO THE OTHER BUSINESS: 5 HOURS; HOURS/MONTH DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 5 HOURS; DIRECTOR ON THE FIRM'S BOARD OF DIRECTORS.

Blog Corner


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®
None

Experience


Past

March 27, 2013 - October 20, 2025

SUSTAINABLE GROWTH ADVISERS, LP

RIA
CRD#: 127447
STAMFORD, CT
Past

October 4, 2001 - June 4, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 14, 1995 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ

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".
SG
SUSTAINABLE GROWTH ADVISERS, LP
SUSTAINABLE GROWTH ADVIDERS, LP | SUSTAINABLE GROWTH ADVISERS, LP

CRD#: 127447 / SEC#: 801-62151

RIA
Registered Investment Advisory firm - (6/18/2003 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
RR
Series 63
Date: 11/22/1995
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SG
SUSTAINABLE GROWTH ADVISERS, LP
SUSTAINABLE GROWTH ADVIDERS, LP | SUSTAINABLE GROWTH ADVISERS, LP

CRD#: 127447 / SEC#: 801-62151

RIA
Registered Investment Advisory firm - (6/18/2003 Approved)
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Contact information


Main Address
301 Tresser Boulevard Suite 1310, Stamford, CT 06901
Mailing Address
Phone number
(203) 348-4742
Established
Firm type
Fiscal year end
# of Employees
34

SEC notice filing (31 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SGA FORM ADV PART 2A - MARCH 28 2025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts83
AUM (Assets Under Management)$ 22,135,047,616

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.

Company Information


SUSTAINABLE GROWTH ADVISERS, LP

CRD#: 127447

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