Marc Daniel Shmerling
Investment adviser representative at Paul Comstock Partners
16 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Paul Comstock PartnersAug 2024 to now
- Invesco, Inc.Jul 2010 to Jul 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Paul Comstock Partners
Legal name: First Endowment Development Corp
$2.8BAssets managed
120Clients
12Advisers
41 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
- 5680906
- Firm CRD
- 105335