Unclaimed Profile

Craig Brian Marshal

HIGHLAND PEAK CAPITAL, LLC·OLD GREENWICH, Connecticut

Clean recordHIGHLAND PEAK CAPITAL, LLC

53 FOREST AVENUE, SUITE 104, OLD GREENWICH, CT 06870CRD# 6025570Firm CRD# 306304

Profile Verification

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

Identity

Craig Brian Marshal · OLD GREENWICH, CT

Registration

CRD #6025570 · HIGHLAND PEAK CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Brian Marshal is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with HIGHLAND PEAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HIGHLAND PEAK CAPITAL, LLC

AUM

$245M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIGHLAND PEAK CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6025570

Firm CRD# 306304

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Brian Marshal offer?

Craig Brian Marshal specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.

What are Craig Brian Marshal's credentials?

Craig Brian Marshal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Brian Marshal located?

Craig Brian Marshal is based in OLD GREENWICH, Connecticut, working with HIGHLAND PEAK CAPITAL, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.

How does Craig Brian Marshal charge for services?

Craig Brian Marshal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLAND PEAK CAPITAL, LLC?

HIGHLAND PEAK CAPITAL, LLC has approximately 4 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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