Marc A. Verdi

GODSEY & GIBB WEALTH MANAGEMENT

Richmond, VA 23230

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CRD#: 5485381

Professional summary

Marc Anthony Verdi, CFP® is a registered financial advisor currently at GODSEY & GIBB WEALTH MANAGEMENT located in Richmond, Virginia.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Marc has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Anthony Verdi'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^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 12, 2014 - Present

GODSEY & GIBB WEALTH MANAGEMENT

Office #1: 6806 Paragon Pl, Ste 230, Richmond, VA 23230

RIA

CRD#: 105650

Richmond, VA

Past

October 1, 2009 - March 21, 2012

MORGAN STANLEY

CRD#: 149777

RICHMOND, VA

Past

August 21, 2009 - March 21, 2012

MORGAN STANLEY

RIA

CRD#: 149777

RICHMOND, VA

Past

January 21, 2009 - September 28, 2009

CHERRY BEKAERT WEALTH MANAGEMENT LLC

RIA

CRD#: 108504

RICHMOND, VA

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".

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/17/2014)

IAR

Virginia
(3/12/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/30/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/30/2009

General Securities Representative Examination

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 Approved)

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Contact information

Main Address

6806 Paragon Pl, Ste 230, Richmond, VA 23230

Mailing Address

Phone number

(804) 285-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - BROCHURE SUPPLEMENT (9/15/2025)

ADV PART II - A - BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,396,829,464

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/30/2025	Cover Page	Report
05/29/2024	Cover Page	Report
05/11/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Marc A. Verdi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Anthony Verdi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

GODSEY & GIBB WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2009

Series 31

Date: 10/30/2009

Series 7

Date: 9/30/2009

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GODSEY & GIBB WEALTH MANAGEMENT

TRUST BUT VERIFY

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