AdvisorOS Directory
Claim Profile
Unclaimed Profile
DM

David Fred Marvin

MARVIN & PALMER ASSOCIATES·WILMINGTON, Delaware
29 years registeredMARVIN & PALMER ASSOCIATES
3711 KENNETT PIKE, WILMINGTON, DE 19807CRD# 4340227Firm CRD# 105399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Fred Marvin · WILMINGTON, DE
Registration
CRD #4340227 · MARVIN & PALMER ASSOCIATES · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MARVIN & PALMER ASSOCIATES
MARVIN & PALMER ASSOCIATES
Jul 1997 – Dec 2009
WILMINGTON, DE
02

Registrations & Exams

Registration record
First registered · July 16, 1997
Years registered · 29
03

Disclosure History

1999Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MARVIN & PALMER ASSOCIATES
CRD 105399 · SEC 801-27724
AUM
$95M
Regulatory assets under management
Employees
14
11 client accounts
Services offered by MARVIN & PALMER ASSOCIATES
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MARVIN & PALMER ASSOCIATES →
Introduction

Speak with David

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

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

Looking for a financial advisor in WILMINGTON?

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

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Fred Marvin offer?
David Fred Marvin specializes in Investment Management, Retirement Planning, Wealth Management.
What are David Fred Marvin's credentials?
David Fred Marvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fred Marvin located?
David Fred Marvin is based in WILMINGTON, Delaware, last registered with MARVIN & PALMER ASSOCIATES.
How does David Fred Marvin charge for services?
David Fred Marvin'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 MARVIN & PALMER ASSOCIATES?
MARVIN & PALMER ASSOCIATES has approximately 14 employees and manages $95M 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 MARVIN & PALMER ASSOCIATES

Brian David Marvin
WILMINGTON, DE
Stanley Palmer
WILMINGTON, DE
Todd David Marvin
WILMINGTON, DE
David L. Schaen
WILMINGTON, DE

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Matthew Cole Beardwood
WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, DE
Devon Williams Daniels
DANIELS + TANSEY, L.L.P.·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE
John Rapoza Macedo
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile