Sasha Stewart
MARMO FINANCIAL GROUP
Johnson City, TN 37604
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CRD#: 7364311
Professional summary
Sasha Stewart, CFP®, who also goes by Sasha Jones, Sasha Weaver, is a registered financial advisor currently at MARMO FINANCIAL GROUP, LLC located in Johnson City, Tennessee.
Sasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sasha has worked at 2 firms .
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Investment Planning
Budgeting
Education Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Sasha Jones | Sasha Weaver
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) - RIA
Click below to view Sasha Stewart'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®
CFP®
Start date: 2021
Experience
Current
January 19, 2023 - Present
MARMO FINANCIAL GROUP, LLC
Office #1: 801 Sunset Drive Bldg A, Suite One, Johnson City, TN 37604RIA
CRD#: 143816
Johnson City, TN
Past
May 7, 2021 - November 3, 2022
WORTHWHILE WEALTH COUNCIL
RIA
CRD#: 126918
JOHNSON CITY, TN
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".
MF
MARMO FINANCIAL GROUP, LLC
MARMO FINANCIAL GROUP, LLC
CRD#: 143816 / SEC#: 801-113718
RIA
Registered Investment Advisory firm - (7/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (8/8/2018 Terminated)North Carolina
Registered Investment Advisory firm - (8/7/2018 Terminated)Tennessee
Registered Investment Advisory firm - (8/9/2018 Terminated)Texas
Registered Investment Advisory firm - (8/7/2018 Terminated)Virginia
Registered Investment Advisory firm - (8/7/2018 Terminated)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
Tennessee(1/19/2023)
Exams
Current Firm
MF
MARMO FINANCIAL GROUP, LLC
MARMO FINANCIAL GROUP, LLC
CRD#: 143816 / SEC#: 801-113718
RIA
Registered Investment Advisory firm - (7/30/2018 Approved)Louisiana
Registered Investment Advisory firm - (8/8/2018 Terminated)North Carolina
Registered Investment Advisory firm - (8/7/2018 Terminated)Tennessee
Registered Investment Advisory firm - (8/9/2018 Terminated)Texas
Registered Investment Advisory firm - (8/7/2018 Terminated)Virginia
Registered Investment Advisory firm - (8/7/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Sunset Drive Bldg A, Suite One, Johnson City, TN 37604
Mailing Address
Phone number
(423) 282-0514
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,710 |
| AUM (Assets Under Management) | $ 248,773,651 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
