Timothy Robert Marshall
Investment adviser representative at Mariner Wealth
19 yearsExperience
1 stateRegistered in
$0Firm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
19 years in the industry.
- Mariner WealthFeb 2020 to now
- Mariner Wealth Advisors - Ic, LLCJan 2020 to now
- Mariner Wealth Advisors, LLCMar 2018 to Dec 2019
- Vantage Investment AdvisorsJul 2016 to Sep 2018
- Urish Popeck & Company LLCJan 2007 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4443939
- Firm CRD
- 289886