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Todd David Marvin

MARVIN & PALMER ASSOCIATES·WILMINGTON, Delaware
Clean recordMARVIN & PALMER ASSOCIATES
3711 KENNETT PIKE, WILMINGTON, DE 19807CRD# 1702687Firm CRD# 105399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd David Marvin · WILMINGTON, DE
Registration
CRD #1702687 · MARVIN & PALMER ASSOCIATES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd David Marvin is a registered financial advisor based in WILMINGTON, Delaware, affiliated with MARVIN & PALMER ASSOCIATES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MARVIN & PALMER ASSOCIATES
MARVIN & PALMER ASSOCIATES
AUM
$95M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MARVIN & PALMER ASSOCIATES →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1702687
Firm CRD# 105399
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd David Marvin offer?
Todd David Marvin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Todd David Marvin's credentials?
Todd David Marvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd David Marvin located?
Todd David Marvin is based in WILMINGTON, Delaware, working with MARVIN & PALMER ASSOCIATES. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Todd David Marvin charge for services?
Todd David 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.
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Other Advisors at MARVIN & PALMER ASSOCIATES

Madelyn Bosko Smith
WILMINGTON, DE
The Rt Hon Lord Moore
WILMINGTON, DE
Brian David Marvin
WILMINGTON, DE
David Fred Marvin
WILMINGTON, DE
Gilbert Hahn
WILMINGTON, DE
Jennifer Mattes Larocca
WILMINGTON, DE

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
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Research
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