Alanna M. Marshall
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Alanna Marie Marshall, who also goes by Alanna Marie Marshall Lizzola, was a registered financial professional .
Alanna is a previously registered financial professional and started their career in finance in 2022. Alanna had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 26, 2022 - June 23, 2025
MANITOU INVESTMENT MANAGEMENT LTD.
Primary Firm SEC Registration
MANITOU INVESTMENT MANAGEMENT LTD.
CRD#: 319213 / SEC#: 801-126549
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
MANITOU INVESTMENT MANAGEMENT LTD.
CRD#: 319213 / SEC#: 801-126549
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,569 |
| AUM (Assets Under Management) | $ 2,010,788,436 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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