Charles Marks
Investment adviser representative at Marks Wealth Management
11 yearsExperience
2 statesRegistered in
$409.2MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Marks Wealth Management, LLCSep 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2020
- Wells Fargo Adviors, LLCOct 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Marks Wealth Management
Legal name: Marks Wealth, LLC
$409.2MAssets managed
283Clients
4Advisers
6 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
- 5784332
- Firm CRD
- 310534