Arnold Robert Gillard
Investment adviser representative at Marquis Wealth Management Group
11 yearsExperience
1 stateRegistered in
$489.2MFirm assets
24 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 assetsHourlyFixed 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.
- Marquis Wealth Management GroupNov 2023 to now
- Marquis Wealth ManagementAug 2023 to now
- Wildcat Run Country ClubOct 2022 to Feb 2023
- Full Time Student Florida Gulf Coast UniversityMay 2022 to Aug 2023
- Full Time Education University of Central FloridaMay 2019 to May 2022
- Full Time Education Bishop Verot High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Marquis Wealth Management Group
Legal name: Mns Financial Management, L.L.C.
$489.2MAssets managed
321Clients
6Advisers
24 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
- 7806065
- Firm CRD
- 116604