Unclaimed Profile

Gerald Alexander Fegler

MARIN WEALTH ADVISORS LLC·NOVATO, California

SIE, Series 7, Series 63, Series 65, Series 66Clean record18 years registeredMARIN WEALTH ADVISORS LLC

371 BEL MARIN KEYS BLVD., NOVATO, CA 94949CRD# 2230020Firm CRD# 123237

Profile Verification

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

Identity

Gerald Alexander Fegler · NOVATO, CA

Registration

CRD #2230020 · MARIN WEALTH ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

CONTANGO WEALTH MANAGEMENT LLC

Nov 2025 – present

MARIN WEALTH ADVISORS LLC

Jan 2022 – Dec 2025

NOVATO, CA

MARIN WEALTH ADVISORS LLC

May 2016 – Dec 2021

SAN RAFAEL, CA

ZIONS CAPITAL ADVISORS, INC.

Feb 2012 – Mar 2015

SAN FRANCISCO, CA

WELLS FARGO FUNDS MANAGEMENT, LLC

Apr 2008 – May 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · April 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIN WEALTH ADVISORS LLC

CRD 123237 · SEC 801-113162

AUM

$296M

Regulatory assets under management

Employees

866 client accounts

Services offered by MARIN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARIN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gerald Alexander Fegler offer?

Gerald Alexander Fegler specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.

What are Gerald Alexander Fegler's credentials?

Gerald Alexander Fegler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Alexander Fegler located?

Gerald Alexander Fegler is based in NOVATO, California, working with MARIN WEALTH ADVISORS LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.

How does Gerald Alexander Fegler charge for services?

Gerald Alexander Fegler'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 WEALTH ADVISORS LLC?

MARIN WEALTH ADVISORS LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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