AdvisorOS Directory
Claim Profile
Unclaimed Profile
EM

Elizabeth Marie Marin

AST INVESTMENT SERVICES, INC.·SHELTON, Connecticut
SIE, Series 7, Series 63Clean recordAST INVESTMENT SERVICES, INC.
ONE CORPORATE DRIVE, SHELTON, CT 06484CRD# 2499713Firm CRD# 108897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Marie Marin · SHELTON, CT
Registration
CRD #2499713 · AST INVESTMENT SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AST INVESTMENT SERVICES, INC.
CRD 108897 · SEC 801-40532
AUM
$105.9B
Regulatory assets under management
Employees
53
32 client accounts
Services offered by AST INVESTMENT SERVICES, INC.
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at AST INVESTMENT SERVICES, INC. →
Introduction

Speak with Elizabeth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elizabeth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHELTON?

Browse all registered financial advisors in SHELTON, Connecticut or claim this profile if it's yours.

Browse SHELTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Elizabeth Marie Marin offer?
Elizabeth Marie Marin specializes in Investment Management, Fee-Only Advisory. Contact their office in SHELTON, Connecticut for a consultation.
What are Elizabeth Marie Marin's credentials?
Elizabeth Marie Marin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Marie Marin located?
Elizabeth Marie Marin is based in SHELTON, Connecticut, working with AST INVESTMENT SERVICES, INC.. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Elizabeth Marie Marin charge for services?
Elizabeth Marie Marin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AST INVESTMENT SERVICES, INC.?
AST INVESTMENT SERVICES, INC. has approximately 53 employees and manages $105.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AST INVESTMENT SERVICES, INC.

Robert Francis O'donnell
SHELTON, CT

More Advisors in SHELTON, Connecticut

Mello Anthony Ewoud Van Daalen
WRIGHT PRIVATE ASSET MANAGEMENT LLC·SHELTON, CT
Jay Marc Diamond
INVESTMARK ADVISORY GROUP LLC·SHELTON, CT
Amit Sharadchandra Khandwala
WRIGHT PRIVATE ASSET MANAGEMENT LLC·SHELTON, CT
Christopher Edwin Foster
PROCYON ADVISORS, LLC·SHELTON, CT
Garrett Patrick Taylor
GFS WEALTH MANAGEMENT ADVISORS, INC.·SHELTON, CT
John Anthony Beirne
BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile