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Robert Edward Marsh

PREMIER PRIVATE WEALTH MANAGEMENT, LLC·PALM HARBOR, Florida
SIE, Series 7, Series 66Clean record15 years registeredPREMIER PRIVATE WEALTH MANAGEMENT, LLC
1025 OHIO AVENUE, PALM HARBOR, FL 34683CRD# 5869457Firm CRD# 331860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Marsh · PALM HARBOR, FL
Registration
CRD #5869457 · PREMIER PRIVATE WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Aug 2024 – present
REALTA INVESTMENT ADVISORS, INC
May 2016 – Aug 2024
PALM HARBOR, FL
WADDELL & REED
Apr 2011 – May 2016
TAMPA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 15, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PREMIER PRIVATE WEALTH MANAGEMENT, LLC
CRD 331860 · SEC 801-130602
AUM
$108M
Regulatory assets under management
Employees
4
737 client accounts
Services offered by PREMIER PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PREMIER PRIVATE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert Edward Marsh offer?
Robert Edward Marsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM HARBOR, Florida for a consultation.
What are Robert Edward Marsh's credentials?
Robert Edward Marsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Marsh located?
Robert Edward Marsh is based in PALM HARBOR, Florida, working with PREMIER PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the PALM HARBOR metropolitan area and surrounding communities.
How does Robert Edward Marsh charge for services?
Robert Edward Marsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PREMIER PRIVATE WEALTH MANAGEMENT, LLC?
PREMIER PRIVATE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PALM HARBOR, FL

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