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CRD#: 149323
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MARRIOTT SECURITIES, LLC is located at Three James Center, 1051 East Cary Street Suite 1125, Richmond, VA 23219 and was first established at Philadelphia, Virginia in 02/15/2008. After operating for 18 years, MARRIOTT SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MARRIOTT SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MARRIOTT SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MARRIOTT SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MARRIOTT SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MARRIOTT SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MARRIOTT SECURITIES, LLC Comes From

Understanding the Statistics for MARRIOTT SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Three James Center 1051 East Cary Street Suite 1125, Richmond, VA, 23219
Mailing Address
Three James Center 1051 East Cary Street Suite 1125, Richmond, VA, 23219
Firm Size
Small
Phone Number
(804) 344-0952
Established
Virginia since 02/15/2008
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MARRIOTT MANAGEMENT LLCMEMBER
MARRIOTT, JUSTIN DAVIDMANAGING DIRECTOR, CCO2787225
WAGSTAFF, CONNER FRED IIICFO, FINOP1427591

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Advisor's working at MARRIOTT SECURITIES, LLC

JD

James J Donlin

James J Donlin, James Donlin, Jay J Donlin, Jay Donlin
IAR
RR
CRD#: 2579395
Location:
Mechanicsville, VA
Company:
EAST WEST INVESTMENT ADVISORS, LLC
Disclosures:
Experience:
23 years
View Profile
GB

Grayson Chapman Brown

Grayson Brown
RR
CRD#: 7989212
Location:
Richmond, VA 23219
Company:
MARRIOTT SECURITIES, LLC
Disclosures:
Experience:
1 year
View Profile
MI

Matthew Phillip Improta

Matthew P Improta
RR
CRD#: 5808769
Location:
Richmond, VA 23219
Company:
MARRIOTT SECURITIES, LLC
Disclosures:
Experience:
14 years
View Profile
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