Unclaimed Profile

Marshall Burchard

NORTHLIGHT CAPITAL PARTNERS LLC·WESTPORT, Connecticut

Clean recordNORTHLIGHT CAPITAL PARTNERS LLC

55 SAUGATUCK AVENUE, WESTPORT, CT 06880-5760CRD# 6302957Firm CRD# 170112

Profile Verification

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

Identity

Marshall Burchard · WESTPORT, CT

Registration

CRD #6302957 · NORTHLIGHT CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marshall Burchard is a registered financial advisor based in WESTPORT, Connecticut, affiliated with NORTHLIGHT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Marshall

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

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

Firm Overview

Firm

NORTHLIGHT CAPITAL PARTNERS LLC

NORTHLIGHT CAPITAL PARTNERS

AUM

$464M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHLIGHT CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SPECIAL SERVICING FEES

Regulatory

SEC/IARD CRD# 6302957

Firm CRD# 170112

View on FINRA BrokerCheck →

Looking for a financial advisor in WESTPORT?

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

Browse WESTPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marshall Burchard offer?

Marshall Burchard specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.

What are Marshall Burchard's credentials?

Marshall Burchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshall Burchard located?

Marshall Burchard is based in WESTPORT, Connecticut, working with NORTHLIGHT CAPITAL PARTNERS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Marshall Burchard charge for services?

Marshall Burchard's firm is compensated through percentage of aum, performance-based fees, other: special servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHLIGHT CAPITAL PARTNERS LLC?

NORTHLIGHT CAPITAL PARTNERS LLC has approximately 11 employees and manages $464M 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 →