Marcus Anderson Nield
Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- D.A. Davidson & Co.Mar 2022 to now
- Moreton Asset ManagementAug 2021 to Mar 2022
- D.A. Davidson & Co.May 2017 to Aug 2021
- Brean Capital, LLCMar 2017 to May 2017
- D.A. Davidson & Co.Apr 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 4542854
- Firm CRD
- 199