Christopher Shea Marmion
Investment adviser representative at Kestra Private Wealth Services, LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$13.5BFirm assets
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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
Experience
14 years in the industry.
- Kestra Investment Services, LLCMar 2025 to now
- Kestra Private Wealth Services, LLCMar 2025 to now
- UBS Financial Services Inc.Nov 2012 to Feb 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 4935104
- Firm CRD
- 155193