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Todd David Marvin

MARVIN & PALMER ASSOCIATES·WILMINGTON, Delaware
Series 2, Series 65Clean record29 years registeredMARVIN & 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 · 29 years registered
Brand Profile
Not yet started
01

Career History

MARVIN & PALMER ASSOCIATES
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · July 16, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

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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

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

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Research
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