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Charles Marks

MARKS WEALTH, LLC·ANNAPOLIS, Maryland
Unclaimed Profile
1 PARK PLACE, ANNAPOLIS, MD 21401CRD# 5784332Firm CRD# 310534
01

About

Charles Marks is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with MARKS WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARKS WEALTH, LLC
MARKS WEALTH MANAGEMENT
AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MARKS WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5784332
Firm CRD# 310534
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Marks offer?
Charles Marks specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Charles Marks's credentials?
Charles Marks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Marks located?
Charles Marks is based in ANNAPOLIS, Maryland, working with MARKS WEALTH, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Charles Marks charge for services?
Charles Marks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKS WEALTH, LLC?
MARKS WEALTH, LLC has approximately 7 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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