MM
Marah L. Marshall
EQT PARTNERS BD
New York, NY 10167
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CRD#: 4566166
MM
Professional summary
Marah Lowry Marshall is a registered financial professional currently at EQT PARTNERS BD, LLC located in New York, New York.
Marah is registered as a RR (Registered Representative) and started their career in finance in 2002. Marah has worked at 2 firms and has passed the Series 63, Series 57TO, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Marah Lowry Marshall'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®
NoneExperience
Current
May 16, 2023 - Present
EQT PARTNERS BD, LLC
Office #1: 245 Park Avenue 34th Floor, New York, NY, 10167BD
CRD#: 322826
New York, NY
Past
August 27, 2002 - July 15, 2021
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(6/9/2023)
RR
Alaska(5/24/2023)
RR
Arizona(6/5/2023)
RR
Arkansas(6/5/2023)
RR
California(5/25/2023)
RR
Colorado(6/1/2023)
RR
Connecticut(5/24/2023)
RR
Delaware(5/25/2023)
RR
District of Columbia(7/5/2023)
RR
Florida(7/5/2023)
RR
Georgia(5/25/2023)
RR
Hawaii(5/24/2023)
RR
Idaho(5/24/2023)
RR
Illinois(6/30/2023)
RR
Indiana(6/2/2023)
RR
Iowa(5/25/2023)
RR
Kansas(5/24/2023)
RR
Kentucky(6/2/2023)
RR
Louisiana(6/6/2023)
RR
Maine(5/24/2023)
RR
Maryland(5/24/2023)
RR
Massachusetts(6/22/2023)
RR
Michigan(5/24/2023)
RR
Minnesota(8/8/2023)
RR
Mississippi(5/24/2023)
RR
Missouri(5/26/2023)
RR
Montana(5/24/2023)
RR
Nebraska(6/15/2023)
RR
Nevada(6/12/2023)
RR
New Hampshire(6/16/2023)
RR
New Jersey(6/21/2023)
RR
New Mexico(5/26/2023)
RR
New York(6/6/2023)
RR
North Carolina(6/2/2023)
RR
North Dakota(5/25/2023)
RR
Ohio(5/24/2023)
RR
Oklahoma(5/24/2023)
RR
Oregon(5/24/2023)
RR
Pennsylvania(5/24/2023)
RR
Puerto Rico(6/13/2023)
RR
Rhode Island(5/24/2023)
RR
South Carolina(5/24/2023)
RR
South Dakota(6/6/2023)
RR
Tennessee(5/24/2023)
RR
Texas(6/7/2023)
RR
Utah(5/24/2023)
RR
Vermont(6/5/2023)
RR
Virgin Islands(6/22/2023)
RR
Virginia(6/6/2023)
RR
Washington(5/24/2023)
RR
West Virginia(6/2/2023)
RR
Wisconsin(5/24/2023)
RR
Wyoming(6/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 7TO
Date: 11/29/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/29/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EP
EQT PARTNERS BD, LLC
EQT PARTNERS BD, LLC | EQTE BROKERAGE LLC
CRD#: 322826 / SEC#: , 8-70966
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Mailing Address
Five Radnor Corporate Center 100 Matsonford Road, Suite 250, Radnor, PA 19087
Phone number
(484) 531-7456
Established
Delaware since 07/28/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
