Fenimore C. Marsh
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.
Fenimore Cooper Marsh was a registered financial professional .
Fenimore is a previously registered financial professional and started their career in finance in 2025. Fenimore had worked at 1 firm and has passed the Series 65 and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 6, 2025 - March 3, 2026
WELLACRE GLOBAL WEALTH ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WELLACRE GLOBAL WEALTH ADVISORS
CRD#: 306770 / SEC#: 801-135444
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 100,995,708 |
Red Flags
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