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Cynthia Marshall Derso

PROACTIVE WEALTH STRATEGIES, LLC·MARIETTA, Georgia
Clean recordPROACTIVE WEALTH STRATEGIES, LLC
533 JOHNSON FERRY ROAD BLDG. C, MARIETTA, GA 30068CRD# 4146436Firm CRD# 318872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cynthia Marshall Derso · MARIETTA, GA
Registration
CRD #4146436 · PROACTIVE WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cynthia Marshall Derso is a registered financial advisor based in MARIETTA, Georgia, affiliated with PROACTIVE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PROACTIVE WEALTH STRATEGIES, LLC
PROACTIVE WEALTH STRATEGIES, LLC
AUM
$224M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PROACTIVE WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4146436
Firm CRD# 318872
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cynthia Marshall Derso offer?
Cynthia Marshall Derso specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Cynthia Marshall Derso's credentials?
Cynthia Marshall Derso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Marshall Derso located?
Cynthia Marshall Derso is based in MARIETTA, Georgia, working with PROACTIVE WEALTH STRATEGIES, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Cynthia Marshall Derso charge for services?
Cynthia Marshall Derso's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROACTIVE WEALTH STRATEGIES, LLC?
PROACTIVE WEALTH STRATEGIES, LLC has approximately 5 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROACTIVE WEALTH STRATEGIES, LLC

Craig Ryan Seligman
MARIETTA, GA

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