Robert Edward Marsh
Professional Summary
Robert Edward Marsh, who also goes by Rob Marsh, Robert Marsh, is a registered financial advisor currently at PREMIER PRIVATE WEALTH MANAGEMENT, LLC located in Palm Harbor, Florida. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rob Marsh, Robert Marsh
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Years of Experience
15 years in the financial services industry
Current & Past Employments
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Current Firm
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1025 Ohio Avenue, Palm Harbor, FL 34683Phone Number
(727) 281-2882# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
698AUM (Assets Under Management)
$126,301,962Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(8/8/2024)
(1/15/2025)
(11/12/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Marsh's CRS (Customer Relationship Summary).
Similar Advisors
CALTON & ASSOCIATES, INC.
CSENGE ADVISORY GROUP, LLC
J.W. COLE FINANCIAL, INC.
CHARLES SCHWAB & CO., INC.
