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Michael Stewart Marr

CV SECURITIES
Austin, TX
·CRD# 6030349·8 years experience

Professional Summary

Michael Stewart Marr, who also goes by Mike S Marr, Mike Marr, is a registered financial advisor currently at CV SECURITIES LLC located in Austin, Texas. Michael is registered as a RR (Registered Representative) and started their career in finance in 2020. Michael has worked at 3 firms and has passed the Series 63, Series 99TO, Series 82TO, Series 79TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike S Marr, Mike Marr

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

CV SECURITIES LLC·CRD# 323246
BD
Austin, TX
September 11, 2023 - Present
FORO CAPITAL MARKETS, LLC·CRD# 311125
BD
Charlotte, NC
March 26, 2021 - December 16, 2024
CAPITALA SECURITIES, LLC·CRD# 304095
BD
Charlotte, NC
March 4, 2020 - April 14, 2020

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Current Firm

CS
CV SECURITIES LLC

CREOVALO SECURITIES LLC | CV SECURITIES LLC

CRD#: 323246 / SEC#: 8-71038
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

810 N Tumbleweed Tr, Austin, TX 78733

Mailing Address

810 N Tumbleweed Tr, Austin, TX 78733

Phone Number

(512) 596-2500

Established

Texas since 08/17/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CREOVALO LLCSOLE MEMBER—
MARR, MICHAEL STEWARTCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL6030349
STEWART, JOHN SCOTTMANAGING DIRECTOR1785605
VORHOFF, DAVID CARLMANAGER AND CHIEF EXECUTIVE OFFICER2032580
VORHOFF, TIMOTHY NEWLANDSENIOR VICE PRESIDENT6965834

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
North Carolina
(3/14/2025)
RR
Texas
(9/26/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2018About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed May 2024About the Series 99TO exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2023About the Series 82TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Mar 2019About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2018About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Feb 2026About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Nov 2018About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Oct 2018About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Michael Stewart Marr's CRS (Customer Relationship Summary).

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MM
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