Unclaimed Profile

David Nathan Shore

MARIN FINANCIAL ADVISORS LLC·LARKSPUR, California

Series 6, Series 7, Series 22, Series 24, Series 63Clean record15 years registeredMARIN FINANCIAL ADVISORS LLC

80 EAST SIR FRANCIS DRAKE BLVD, LARKSPUR, CA 94939CRD# 1137901Firm CRD# 135872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Nathan Shore · LARKSPUR, CA

Registration

CRD #1137901 · MARIN FINANCIAL ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARIN FINANCIAL ADVISORS LLC

MARIN FINANCIAL ADVISORS LLC

Jan 2011 – Apr 2024

LARKSPUR, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · January 10, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIN FINANCIAL ADVISORS LLC

CRD 135872 · SEC 801-65355

AUM

$448M

Regulatory assets under management

Employees

495 client accounts

Services offered by MARIN FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARIN FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Nathan Shore offer?

David Nathan Shore specializes in Financial Planning, Investment Management, Wealth Management.

What are David Nathan Shore's credentials?

David Nathan Shore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Nathan Shore located?

David Nathan Shore is based in LARKSPUR, California, last registered with MARIN FINANCIAL ADVISORS LLC.

How does David Nathan Shore charge for services?

David Nathan Shore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARIN FINANCIAL ADVISORS LLC?

MARIN FINANCIAL ADVISORS LLC has approximately 2 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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