Douglas Gray Marion
Investment adviser representative at Everstar Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$336.7MFirm assets
3 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Everstar Asset Management, LLCNov 2023 to now
- Advanced Wealth Strategies, Inc.Jan 2013 to now
- Alphastar Capital Management, LLCMar 2016 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Everstar Asset Management, LLC
$336.7MAssets managed
1,132Clients
10Advisers
3 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
- 5766253
- Firm CRD
- 313334