Michael C Marquis
Investment adviser representative at Stewardwell LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsFixed or flat fee
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.
- Stewardwell LLCJul 2026 to now
- Ameritas Advisory Services, LLCJan 2023 to now
- Ameritas Investment Company, LLCJun 2018 to now
- Ameritas Life Insurance CorpAug 2017 to now
- Thompson Financial GroupOct 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
Stewardwell LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 6593138
- Firm CRD
- 342950