Geoffrey D. Marsh

ACTIV8 FAMILY OFFICE

UNIONTOWN, OH

CRD#: 6166776

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Professional summary

Geoffrey Douglas Marsh is a registered financial advisor currently at ACTIV8 FAMILY OFFICE LLC located in Uniontown, Ohio.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Geoffrey has worked at 2 firms and has passed the Series 65 exam.

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 Geoffrey Douglas Marsh'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®

None

Experience

Current

December 1, 2025 - Present

ACTIV8 FAMILY OFFICE LLC

RIA

CRD#: 337753

UNIONTOWN, OH

Past

May 29, 2013 - December 11, 2025

OFS

RIA

CRD#: 107335

MCLEAN, VA

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

Ohio
(12/2/2025)

IAR

Texas
(12/2/2025)

IAR

Virginia
(12/1/2025)

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 65

Date: 5/28/2013

Uniform Investment Adviser Law Examination

Current Firm

ACTIV8 FAMILY OFFICE LLC

CRD#: 337753 / SEC#: 801-134678

RIA

Registered Investment Advisory firm - (12/1/2025 120-Day Approval)

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Contact information

Main Address

1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102

Mailing Address

Phone number

(978) 870-0255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/2/2025)

Red Flags

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Firm Stability Insights

Geoffrey D. Marsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Douglas Marsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACTIV8 FAMILY OFFICE LLC

OFS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2013

Current Firm

ACTIV8 FAMILY OFFICE LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ACTIV8 FAMILY OFFICE LLC

TRUST BUT VERIFY

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